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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,726 | $71,666+106.1% | $117,861+25.3% | $69,634+112.1% |
| Participation rate | 98.6% | 77.5%+21.1pp | 79.7%+19.0pp | 70.7%+27.9pp |
| Annual return | 15.36% | 18.86%-3.5pp | 335.11%-319.7pp | 27572.26%-27556.9pp |
| Employer contribution / active EE | $5,820 | $1,889+208.1% | $3,786+53.7% | $2,032+186.4% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-99.9% | $8,021-100.0% | $110-99.9% |