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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,851 | $52,884+215.5% | $84,753+96.9% | $55,167+202.4% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 13.03% | 18.03%-5.0pp | 22.78%-9.8pp | 169.23%-156.2pp |
| Employer contribution / active EE | $12,388 | $2,233+454.7% | $3,574+246.6% | $1,963+531.2% |
| 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% |