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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,023 | $80,748+197.3% | $102,383+134.4% | $74,429+222.5% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 46.46% | 27.57%+18.9pp | 24.94%+21.5pp | 1368.38%-1321.9pp |
| Employer contribution / active EE | $2,581 | $3,159-18.3% | $3,870-33.3% | $2,625-1.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |