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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,193 | $82,163-2.4% | $125,363-36.0% | $64,814+23.7% |
| Participation rate | 99.0% | 77.9%+21.1pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | 28.24% | 3.49%+24.7pp | 572.15%-543.9pp | 32.84%-4.6pp |
| Employer contribution / active EE | $11,832 | $3,616+227.2% | $4,815+145.7% | $2,507+372.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,005-100.0% | $188-100.0% |