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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,161 | $50,956+192.7% | $96,572+54.5% | $86,821+71.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 23.09% | 21.27%+1.8pp | 37.79%-14.7pp | 97.94%-74.9pp |
| Employer contribution / active EE | $7,507 | $1,111+575.8% | $2,357+218.4% | $2,406+212.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,183-100.0% | $170-100.0% |