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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,574 | $79,223+92.6% | $102,460+48.9% | $74,478+104.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.77% | 54.98%-41.2pp | 29.47%-15.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $11,948 | $2,363+405.6% | $3,025+294.9% | $2,626+354.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $2,003-99.4% | $9,460-99.9% | $1,946-99.4% |