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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,231 | $85,660+147.8% | $161,596+31.3% | $85,660+147.8% |
| Participation rate | 98.9% | 74.8%+24.0pp | 80.7%+18.2pp | 74.8%+24.0pp |
| Annual return | 19.07% | 19.52%-0.4pp | 389.92%-370.9pp | 19.52%-0.4pp |
| Employer contribution / active EE | $5,193 | $4,199+23.7% | $3,977+30.6% | $4,199+23.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $6,750-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-100.0% | $13,161-100.0% | $224-100.0% |