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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,042 | $71,192+233.0% | $117,861+101.1% | $62,293+280.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 42.87% | 18.66%+24.2pp | 335.11%-292.2pp | 28.90%+14.0pp |
| Employer contribution / active EE | $7,001 | $1,934+262.0% | $3,786+84.9% | $2,042+242.8% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-99.9% |