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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,887 | $80,781+75.6% | $102,437+38.5% | $74,478+90.5% |
| Participation rate | 96.3% | 65.7%+30.7pp | 74.5%+21.8pp | 67.2%+29.1pp |
| Annual return | 29.30% | 27.58%+1.7pp | 24.95%+4.3pp | 1370.56%-1341.3pp |
| Employer contribution / active EE | $14,722 | $3,160+365.9% | $3,871+280.3% | $2,626+460.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |