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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,859 | $95,438+62.3% | $135,982+13.9% | $74,473+107.9% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 22.07% | 32.61%-10.5pp | 68.32%-46.3pp | 34.36%-12.3pp |
| Employer contribution / active EE | $8,274 | $3,878+113.4% | $4,859+70.3% | $2,638+213.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |