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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,395 | $104,336+94.0% | $159,487+26.9% | $86,821+133.1% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.7pp | 72.3%+26.2pp |
| Annual return | 18.61% | 26.32%-7.7pp | 263.71%-245.1pp | 97.94%-79.3pp |
| Employer contribution / active EE | $8,592 | $3,451+148.9% | $4,831+77.8% | $2,406+257.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |