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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,268 | $89,465+159.6% | $165,100+40.7% | $77,762+198.7% |
| Participation rate | 98.8% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.2pp |
| Annual return | 13.35% | 28.86%-15.5pp | 70.21%-56.9pp | 31.27%-17.9pp |
| Employer contribution / active EE | $14,933 | $2,565+482.2% | $4,348+243.4% | $2,728+447.4% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $340-99.7% | $12,696-100.0% | $433-99.8% |