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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,414 | $75,183+181.2% | $123,894+70.6% | $55,167+283.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 40.33% | 19.01%+21.3pp | 47.52%-7.2pp | 169.23%-128.9pp |
| Employer contribution / active EE | $4,416 | $2,823+56.4% | $4,617-4.4% | $1,963+125.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.9% |