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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,738 | $60,788+230.2% | $85,709+134.2% | $79,391+152.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 97.75% | 16.57%+81.2pp | 21.49%+76.3pp | 116.88%-19.1pp |
| Employer contribution / active EE | $5,939 | $1,664+256.8% | $2,619+126.8% | $2,428+144.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $6,876-100.0% | $627-100.0% |