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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,072 | $112,596+31.5% | $152,301-2.8% | $64,728+128.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 82.4%+17.6pp | 57.9%+42.1pp |
| Annual return | 12.63% | 23.76%-11.1pp | 80.50%-67.9pp | 49.38%-36.7pp |
| Employer contribution / active EE | $13,333 | $3,716+258.8% | $4,624+188.3% | $2,243+494.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $996-100.0% | $14,398-100.0% | $1,145-100.0% |