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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,861 | $82,163+78.7% | $125,381+17.1% | $64,819+126.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 41.97% | 3.49%+38.5pp | 572.31%-530.3pp | 32.84%+9.1pp |
| Employer contribution / active EE | $4,363 | $3,616+20.7% | $4,815-9.4% | $2,507+74.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |