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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,291 | $80,731+158.0% | $103,374+101.5% | $74,546+179.4% |
| Participation rate | 98.7% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 44.69% | 27.56%+17.1pp | 24.89%+19.8pp | 1366.03%-1321.3pp |
| Employer contribution / active EE | $11,256 | $3,158+256.5% | $3,869+190.9% | $2,624+328.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |