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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,918 | $72,303+130.9% | $86,698+92.5% | $64,819+157.5% |
| Participation rate | 99.8% | 80.4%+19.3pp | 76.6%+23.2pp | 71.5%+28.3pp |
| Annual return | 34.02% | 392.77%-358.7pp | 35.95%-1.9pp | 32.84%+1.2pp |
| Employer contribution / active EE | $10,158 | $2,393+324.5% | $2,837+258.1% | $2,507+305.2% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-99.7% | $7,493-100.0% | $188-99.8% |