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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,198 | $62,409+275.3% | $120,574+94.2% | $74,459+214.5% |
| Participation rate | 98.1% | 56.8%+41.3pp | 71.9%+26.1pp | 67.2%+30.8pp |
| Annual return | 18.56% | 18.62%-0.1pp | 107.42%-88.9pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $8,316 | $1,847+350.3% | $3,471+139.6% | $2,626+216.7% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,996-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,445-100.0% | $1,945-100.0% |