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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,548 | $78,670+138.4% | $109,173+71.8% | $85,847+118.5% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 14.59% | 25.09%-10.5pp | 25.75%-11.2pp | 318.61%-304.0pp |
| Employer contribution / active EE | $16,074 | $2,734+488.0% | $3,723+331.8% | $2,565+526.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |