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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,416 | $57,096+170.4% | $94,229+63.9% | $55,191+179.8% |
| Participation rate | 99.7% | 75.7%+24.1pp | 78.8%+20.9pp | 69.2%+30.6pp |
| Annual return | 7.65% | 159.65%-152.0pp | 10.68%-3.0pp | 10.78%-3.1pp |
| Employer contribution / active EE | $6,618 | $1,708+287.5% | $3,587+84.5% | $1,899+248.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |