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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,358 | $76,669+45.2% | $96,520+15.4% | $71,495+55.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.91% | 48.29%-30.4pp | 35.72%-17.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $11,905 | $3,031+292.8% | $3,739+218.4% | $2,589+359.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |