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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,185 | $82,188+184.9% | $125,391+86.8% | $64,824+261.3% |
| Participation rate | 97.5% | 77.9%+19.5pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | 11.21% | 3.50%+7.7pp | 572.41%-561.2pp | 32.84%-21.6pp |
| Employer contribution / active EE | $8,279 | $3,617+128.9% | $4,816+71.9% | $2,507+230.2% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |