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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,027 | $80,763+162.5% | $102,412+107.0% | $74,459+184.8% |
| Participation rate | 91.6% | 65.7%+26.0pp | 74.5%+17.1pp | 67.2%+24.4pp |
| Annual return | 15.80% | 27.57%-11.8pp | 24.94%-9.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $9,188 | $3,160+190.8% | $3,870+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 | $2,371-99.9% | $8,388-100.0% | $1,945-99.8% |