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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,968 | $86,225+127.3% | $146,647+33.6% | $86,821+125.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 13.13% | 31.23%-18.1pp | 22.75%-9.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $13,831 | $2,392+478.2% | $4,137+234.3% | $2,406+474.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |