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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,077 | $98,240+133.2% | $82,312+178.3% | $147,586+55.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.35% | 30.85%-12.5pp | 25.88%-7.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $6,286 | $3,192+96.9% | $2,428+158.8% | $4,876+28.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $136 | $8,563-98.4% | $5,608-97.6% | $10,886-98.8% |