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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,705 | $79,181+61.3% | $102,423+24.7% | $74,429+71.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 39.75% | 54.97%-15.2pp | 29.42%+10.3pp | 1368.38%-1328.6pp |
| Employer contribution / active EE | $6,404 | $2,362+171.2% | $3,023+111.8% | $2,625+144.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |