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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,173 | $98,776+148.2% | $149,745+63.7% | $79,856+207.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.78% | 27.38%-10.6pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $8,962 | $3,217+178.5% | $4,646+92.9% | $2,471+262.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |