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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,754 | $104,336+33.9% | $159,495-12.4% | $86,828+61.0% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.8%+16.1pp | 72.3%+26.6pp |
| Annual return | 18.45% | 26.32%-7.9pp | 263.72%-245.3pp | 97.95%-79.5pp |
| Employer contribution / active EE | $4,028 | $3,451+16.7% | $4,831-16.6% | $2,406+67.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |