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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,378 | $75,183+102.7% | $123,894+23.0% | $55,167+176.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 39.50% | 19.01%+20.5pp | 47.52%-8.0pp | 169.23%-129.7pp |
| Employer contribution / active EE | $6,897 | $2,823+144.3% | $4,617+49.4% | $1,963+251.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |