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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,368 | $80,731+77.6% | $103,378+38.7% | $74,400+92.7% |
| Participation rate | 99.5% | 65.7%+33.8pp | 74.5%+25.0pp | 67.2%+32.3pp |
| Annual return | 11.67% | 27.56%-15.9pp | 24.91%-13.2pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $8,847 | $3,159+180.0% | $3,870+128.6% | $2,624+237.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |