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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,860 | $106,164+130.6% | $147,041+66.5% | $77,692+215.2% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 26.15% | 56.81%-30.7pp | 419.21%-393.1pp | 31.25%-5.1pp |
| Employer contribution / active EE | $4,642 | $4,066+14.2% | $4,935-5.9% | $2,726+70.3% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |