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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,277 | $52,884+254.1% | $84,753+121.0% | $55,167+239.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 24.04% | 18.03%+6.0pp | 22.78%+1.3pp | 169.23%-145.2pp |
| Employer contribution / active EE | $13,435 | $2,233+501.6% | $3,574+275.9% | $1,963+584.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |