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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,299 | $86,882+163.9% | $150,734+52.1% | $69,255+231.1% |
| Participation rate | 99.4% | 84.3%+15.2pp | 78.4%+21.0pp | 69.0%+30.4pp |
| Annual return | 28.26% | 10.69%+17.6pp | 600.81%-572.5pp | 26.73%+1.5pp |
| Employer contribution / active EE | $14,174 | $5,194+172.9% | $4,918+188.2% | $2,645+435.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $14,905-100.0% | $733-100.0% |