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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,303 | $53,583+296.2% | $114,563+85.3% | $64,340+230.0% |
| Participation rate | 99.2% | 47.4%+51.8pp | 72.9%+26.3pp | 55.2%+43.9pp |
| Annual return | 14.91% | 24.51%-9.6pp | 241.09%-226.2pp | 24.14%-9.2pp |
| Employer contribution / active EE | $9,486 | $1,087+772.6% | $2,592+265.9% | $1,862+409.5% |
| Participant deferral / active EE | $0 | $2,134-100.0% | $4,142-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $7,623-100.0% | $3,703-100.0% |