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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,464 | $88,137+179.6% | $164,975+49.4% | $74,429+231.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 28.67% | 17.13%+11.5pp | 70.12%-41.5pp | 1368.38%-1339.7pp |
| Employer contribution / active EE | $9,673 | $2,597+272.4% | $4,343+122.7% | $2,625+268.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |