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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,000 | $45,123+132.7% | $85,240+23.2% | $74,478+41.0% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 26.67% | 26.32%+0.4pp | 66.75%-40.1pp | 1370.56%-1343.9pp |
| Employer contribution / active EE | $9,196 | $1,459+530.4% | $2,735+236.2% | $2,626+250.2% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |