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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,226 | $104,251+42.2% | $91,004+62.9% | $147,586+0.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $15,316 | $3,116+391.6% | $2,456+523.7% | $4,876+214.1% |
| Participant deferral / active EE | $11,702 | $4,195+179.0% | $3,548+229.9% | $5,439+115.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |