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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,432 | $96,491+151.2% | $75,894+219.4% | $152,885+58.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.88% | 33.98%-20.1pp | 30.76%-16.9pp | 345.39%-331.5pp |
| Employer contribution / active EE | $11,001 | $3,310+232.4% | $2,501+339.9% | $4,763+131.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |