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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,575 | $60,165+145.3% | $74,184+98.9% | $55,167+167.5% |
| Participation rate | 98.5% | 74.2%+24.3pp | 76.6%+21.8pp | 69.0%+29.5pp |
| Annual return | 51.50% | 10.00%+41.5pp | 17.74%+33.8pp | 169.23%-117.7pp |
| Employer contribution / active EE | $9,118 | $1,600+470.0% | $2,370+284.7% | $1,963+364.6% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |