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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,961 | $58,895+35.8% | $178,503-55.2% | $73,497+8.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 28.57% | 24.86%+3.7pp | 151.12%-122.5pp | 28.51%+0.1pp |
| Employer contribution / active EE | $9,598 | $2,236+329.3% | $5,011+91.5% | $2,270+322.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |