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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,226 | $62,166+259.1% | $81,286+174.6% | $74,429+199.9% |
| Participation rate | 98.0% | 64.1%+34.0pp | 69.5%+28.5pp | 67.2%+30.8pp |
| Annual return | 15.32% | 16.50%-1.2pp | 24.80%-9.5pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $3,282 | $1,881+74.5% | $2,463+33.3% | $2,625+25.0% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,925-100.0% | $5,764-100.0% | $1,944-100.0% |