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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,978 | $100,194+74.6% | $122,979+42.3% | $86,983+101.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 104.87% | 16.47%+88.4pp | 20.12%+84.8pp | 25.83%+79.0pp |
| Employer contribution / active EE | $2,989 | $2,326+28.5% | $3,062-2.4% | $2,584+15.7% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |