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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,407 | $116,203+58.7% | $93,621+97.0% | $152,909+20.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 48.92% | 35.96%+13.0pp | 32.76%+16.2pp | 345.46%-296.5pp |
| Employer contribution / active EE | $14,189 | $3,219+340.8% | $2,719+421.9% | $4,764+197.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $90 | $10,751-99.2% | $7,890-98.9% | $11,601-99.2% |