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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,023 | $80,763+197.2% | $102,412+134.4% | $74,459+222.4% |
| 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 | 1369.70%-1323.2pp |
| Employer contribution / active EE | $2,581 | $3,160-18.3% | $3,870-33.3% | $2,626-1.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |