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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,427 | $60,488+170.2% | $109,907+48.7% | $79,391+105.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 13.69% | 189.57%-175.9pp | 29.46%-15.8pp | 116.88%-103.2pp |
| Employer contribution / active EE | $9,396 | $1,649+469.8% | $2,844+230.4% | $2,428+287.0% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,047-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $605-100.0% | $6,069-100.0% | $627-100.0% |