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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,464 | $88,203+179.4% | $165,100+49.3% | $74,478+230.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 28.67% | 17.13%+11.5pp | 70.21%-41.5pp | 1370.56%-1341.9pp |
| Employer contribution / active EE | $9,673 | $2,601+271.9% | $4,348+122.5% | $2,626+268.3% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |