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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,417 | $149,679+57.3% | $117,039+101.1% | $147,586+59.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.55% | 19.31%-1.8pp | 18.95%-1.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $9,557 | $4,937+93.6% | $3,785+152.5% | $4,876+96.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $50 | $7,856-99.4% | $5,974-99.2% | $10,886-99.5% |