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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,823 | $45,119+127.9% | $85,126+20.8% | $74,429+38.1% |
| Participation rate | 97.2% | 49.4%+47.8pp | 67.5%+29.6pp | 67.2%+29.9pp |
| Annual return | 13.81% | 26.28%-12.5pp | 66.63%-52.8pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $10,645 | $1,460+628.9% | $2,731+289.7% | $2,625+305.5% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |