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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,318 | $56,511+158.9% | $185,837-21.3% | $86,813+68.5% |
| Participation rate | 97.2% | 65.5%+31.7pp | 81.7%+15.5pp | 72.3%+24.9pp |
| Annual return | 21.24% | 118.12%-96.9pp | 122.08%-100.8pp | 97.93%-76.7pp |
| Employer contribution / active EE | $8,487 | $1,844+360.3% | $5,168+64.2% | $2,406+252.8% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,241-100.0% | $170-100.0% |