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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,159 | $53,583+139.2% | $114,563+11.9% | $64,340+99.2% |
| Participation rate | 100.0% | 47.4%+52.6pp | 72.9%+27.1pp | 55.2%+44.8pp |
| Annual return | 45.49% | 24.51%+21.0pp | 241.09%-195.6pp | 24.14%+21.4pp |
| Employer contribution / active EE | $2,635 | $1,087+142.4% | $2,592+1.6% | $1,862+41.5% |
| Participant deferral / active EE | $0 | $2,134-100.0% | $4,142-100.0% | $2,980-100.0% |
| Admin fee / account holder | $62 | $3,206-98.1% | $7,623-99.2% | $3,703-98.3% |