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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,659 | $91,559+149.7% | $133,978+70.7% | $79,856+186.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.88% | 61.85%-50.0pp | 45.10%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $19,478 | $2,384+717.1% | $3,919+397.0% | $2,471+688.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |