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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,566 | $79,519+80.5% | $95,964+49.6% | $73,412+95.6% |
| Participation rate | 94.9% | 81.2%+13.7pp | 77.1%+17.8pp | 72.2%+22.7pp |
| Annual return | 18.70% | 19.20%-0.5pp | 91.64%-72.9pp | 59.30%-40.6pp |
| Employer contribution / active EE | $31,824 | $2,048+1454.1% | $2,541+1152.2% | $2,234+1324.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |