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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,047 | $65,084+164.3% | $67,681+154.2% | $64,340+167.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 10.81% | 20.50%-9.7pp | 590.58%-579.8pp | 24.14%-13.3pp |
| Employer contribution / active EE | $8,916 | $2,398+271.7% | $2,678+232.9% | $1,862+378.9% |
| Participant deferral / active EE | $13,625 | $3,210+324.4% | $3,976+242.7% | $2,980+357.2% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |