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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,358 | $45,109+208.9% | $85,240+63.5% | $77,762+79.2% |
| Participation rate | 97.9% | 48.7%+49.2pp | 67.5%+30.4pp | 70.6%+27.3pp |
| Annual return | 16.03% | 79.55%-63.5pp | 66.75%-50.7pp | 31.27%-15.2pp |
| Employer contribution / active EE | $11,700 | $1,602+630.5% | $2,735+327.7% | $2,728+328.9% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |