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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,291 | $80,781+157.8% | $102,437+103.3% | $74,478+179.7% |
| Participation rate | 98.7% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 44.69% | 27.58%+17.1pp | 24.95%+19.7pp | 1370.56%-1325.9pp |
| Employer contribution / active EE | $11,256 | $3,160+256.2% | $3,871+190.8% | $2,626+328.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |