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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,368 | $80,781+77.5% | $102,437+40.0% | $74,478+92.5% |
| Participation rate | 99.5% | 65.7%+33.8pp | 74.5%+25.0pp | 67.2%+32.3pp |
| Annual return | 11.67% | 27.58%-15.9pp | 24.95%-13.3pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $8,847 | $3,160+180.0% | $3,871+128.6% | $2,626+236.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |