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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,044 | $89,652+139.9% | $141,197+52.3% | $65,186+229.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 37.25% | 32.79%+4.5pp | 71.41%-34.2pp | 29.39%+7.9pp |
| Employer contribution / active EE | $4,410 | $3,065+43.9% | $4,736-6.9% | $2,177+102.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |