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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,636 | $92,076+59.3% | $105,608+38.8% | $77,714+88.7% |
| Participation rate | 99.3% | 81.0%+18.3pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 19.39% | 17.84%+1.6pp | 116.50%-97.1pp | 31.26%-11.9pp |
| Employer contribution / active EE | $13,287 | $3,370+294.3% | $3,167+319.6% | $2,727+387.3% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,028-100.0% | $433-100.0% |