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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,249 | $65,378+155.8% | $87,103+92.0% | $65,186+156.6% |
| Participation rate | 99.6% | 75.3%+24.2pp | 76.9%+22.7pp | 70.2%+29.4pp |
| Annual return | 58.84% | 31.28%+27.6pp | 28.19%+30.6pp | 29.39%+29.5pp |
| Employer contribution / active EE | $14,334 | $1,823+686.4% | $2,521+468.5% | $2,177+558.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |