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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,299 | $77,788+194.8% | $119,126+92.5% | $64,728+254.3% |
| Participation rate | 99.4% | 69.4%+30.0pp | 75.8%+23.7pp | 57.9%+41.5pp |
| Annual return | 28.26% | 13.19%+15.1pp | 282.11%-253.8pp | 49.38%-21.1pp |
| Employer contribution / active EE | $14,174 | $4,031+251.6% | $4,034+251.4% | $2,243+532.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,365-100.0% | $10,693-100.0% | $1,145-100.0% |