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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,152 | $80,781+123.0% | $102,437+75.9% | $74,478+141.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 53.03% | 27.58%+25.5pp | 24.95%+28.1pp | 1370.56%-1317.5pp |
| Employer contribution / active EE | $8,562 | $3,160+170.9% | $3,871+121.2% | $2,626+226.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |