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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,627 | $93,010-31.6% | $96,538-34.1% | $74,473-14.6% |
| Participation rate | 86.8% | 71.6%+15.3pp | 74.3%+12.5pp | 70.7%+16.1pp |
| Annual return | 127.57% | 37.50%+90.1pp | 35.74%+91.8pp | 34.36%+93.2pp |
| Employer contribution / active EE | $8,600 | $3,427+150.9% | $3,740+129.9% | $2,638+226.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |