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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,810 | $69,305+78.6% | $82,312+50.4% | $69,631+77.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 27.29% | 21.47%+5.8pp | 25.88%+1.4pp | 27571.02%-27543.7pp |
| Employer contribution / active EE | $5,900 | $1,887+212.7% | $2,428+142.9% | $2,032+190.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |