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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,027 | $80,781+162.5% | $102,437+107.0% | $74,478+184.7% |
| Participation rate | 91.6% | 65.7%+26.0pp | 74.5%+17.1pp | 67.2%+24.4pp |
| Annual return | 15.80% | 27.58%-11.8pp | 24.95%-9.1pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $9,188 | $3,160+190.8% | $3,871+137.4% | $2,626+249.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $2,372-99.9% | $8,388-100.0% | $1,946-99.8% |