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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,654 | $69,383+170.5% | $101,264+85.3% | $73,493+155.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 70.89% | 18.46%+52.4pp | 46.48%+24.4pp | 28.51%+42.4pp |
| Employer contribution / active EE | $9,784 | $2,628+272.2% | $3,660+167.3% | $2,270+331.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,947-100.0% | $513-100.0% |