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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,304 | $152,619+52.2% | $125,195+85.6% | $152,909+51.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 65.73% | 54.85%+10.9pp | 43.79%+21.9pp | 345.46%-279.7pp |
| Employer contribution / active EE | $18,602 | $4,947+276.0% | $3,866+381.1% | $4,764+290.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |