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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,705 | $94,566+41.4% | $108,753+22.9% | $94,566+41.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 71.1%+28.9pp | 85.7%+14.3pp |
| Annual return | 16.57% | 12.00%+4.6pp | 37.47%-20.9pp | 12.00%+4.6pp |
| Employer contribution / active EE | $5,396 | $4,385+23.0% | $2,427+122.4% | $4,385+23.0% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $4,115-100.0% | $4,140-100.0% |
| Admin fee / account holder | $0 | $202-100.0% | $10,320-100.0% | $202-100.0% |