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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,101 | $57,096+129.6% | $94,229+39.1% | $55,191+137.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 18.27% | 159.65%-141.4pp | 10.68%+7.6pp | 10.78%+7.5pp |
| Employer contribution / active EE | $6,231 | $1,708+264.8% | $3,587+73.7% | $1,899+228.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-99.9% | $6,269-100.0% | $91-99.9% |