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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,084 | $122,042+45.1% | $184,243-3.9% | $74,429+137.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.26% | 19.91%-3.7pp | 28.82%-12.6pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $20,043 | $4,538+341.7% | $6,427+211.9% | $2,625+663.6% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $20 | $1,252-98.4% | $13,914-99.9% | $1,944-99.0% |