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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,916 | $83,090+116.5% | $130,062+38.3% | $71,529+151.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 25.79% | 20.61%+5.2pp | -137.37%+163.2pp | 28.97%-3.2pp |
| Employer contribution / active EE | $17,089 | $2,624+551.4% | $4,322+295.4% | $2,590+559.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,727-99.7% | $10,601-100.0% | $1,588-99.7% |