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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,462 | $78,636+151.1% | $105,607+87.0% | $74,459+165.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 75.3%+20.7pp | 67.2%+28.8pp |
| Annual return | 15.78% | 15.96%-0.2pp | 116.11%-100.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $4,855 | $2,523+92.4% | $3,167+53.3% | $2,626+84.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |