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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,684 | $96,136+87.9% | $135,987+32.9% | $80,925+123.3% |
| Participation rate | 98.9% | 71.2%+27.6pp | 76.4%+22.4pp | 67.7%+31.2pp |
| Annual return | 78.30% | 28.70%+49.6pp | 580.01%-501.7pp | 35.65%+42.6pp |
| Employer contribution / active EE | $1,477 | $3,350-55.9% | $4,214-64.9% | $2,756-46.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $6,716-100.0% | $6,940-100.0% |