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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,887 | $80,748+75.7% | $102,383+38.6% | $74,429+90.6% |
| Participation rate | 96.3% | 65.7%+30.7pp | 74.5%+21.8pp | 67.2%+29.1pp |
| Annual return | 29.30% | 27.57%+1.7pp | 24.94%+4.4pp | 1368.38%-1339.1pp |
| Employer contribution / active EE | $14,722 | $3,159+366.0% | $3,870+280.4% | $2,625+460.9% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |