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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,318 | $56,551+158.7% | $185,854-21.3% | $86,828+68.5% |
| Participation rate | 97.2% | 65.5%+31.7pp | 81.7%+15.5pp | 72.3%+24.9pp |
| Annual return | 21.24% | 118.23%-97.0pp | 122.12%-100.9pp | 97.95%-76.7pp |
| Employer contribution / active EE | $8,487 | $1,845+360.0% | $5,169+64.2% | $2,406+252.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,246-100.0% | $170-100.0% |