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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,892 | $58,726+323.8% | $92,240+169.8% | $62,293+299.6% |
| Participation rate | 94.0% | 68.3%+25.6pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 14.96% | 43.62%-28.7pp | 176.29%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $24,666 | $2,392+931.3% | $3,680+570.3% | $2,042+1107.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |