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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,003 | $104,829+118.5% | $142,942+60.2% | $79,634+187.6% |
| Participation rate | 99.3% | 66.2%+33.2pp | 76.8%+22.5pp | 62.5%+36.9pp |
| Annual return | 17.49% | 15.48%+2.0pp | 113.70%-96.2pp | 36.46%-19.0pp |
| Employer contribution / active EE | $7,865 | $3,867+103.4% | $4,139+90.0% | $2,529+211.0% |
| Participant deferral / active EE | $0 | $5,222-100.0% | $7,128-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $887-100.0% | $12,475-100.0% | $1,002-100.0% |