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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,458 | $55,449+149.7% | $83,831+65.2% | $56,289+146.0% |
| Participation rate | 97.4% | 68.0%+29.4pp | 76.1%+21.3pp | 69.9%+27.6pp |
| Annual return | 21.99% | -1.38%+23.4pp | 850.99%-829.0pp | -9.96%+32.0pp |
| Employer contribution / active EE | $18,515 | $2,430+661.8% | $3,631+409.9% | $2,111+777.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |