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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,440 | $80,748+164.3% | $102,383+108.5% | $74,429+186.8% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 14.35% | 27.57%-13.2pp | 24.94%-10.6pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $15,900 | $3,159+403.3% | $3,870+310.8% | $2,625+505.8% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |