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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,705 | $79,223+61.2% | $102,460+24.6% | $74,478+71.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 39.75% | 54.98%-15.2pp | 29.47%+10.3pp | 1370.56%-1330.8pp |
| Employer contribution / active EE | $6,404 | $2,363+171.0% | $3,025+111.7% | $2,626+143.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |