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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,684 | $96,236+87.8% | $133,698+35.1% | $80,959+123.2% |
| Participation rate | 98.9% | 71.2%+27.7pp | 76.4%+22.4pp | 67.7%+31.2pp |
| Annual return | 78.30% | 28.74%+49.6pp | 580.90%-502.6pp | 35.67%+42.6pp |
| Employer contribution / active EE | $1,477 | $3,350-55.9% | $4,218-65.0% | $2,757-46.4% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,250-100.0% | $6,703-100.0% | $6,925-100.0% |