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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,979 | $47,180+404.4% | $149,723+58.9% | $74,473+219.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.16% | 22.75%-4.6pp | 134.50%-116.3pp | 34.36%-16.2pp |
| Employer contribution / active EE | $1,737 | $1,907-8.9% | $4,821-64.0% | $2,638-34.2% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |