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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,850 | $78,419+108.9% | $133,982+22.3% | $73,415+123.2% |
| Participation rate | 99.3% | 78.6%+20.7pp | 79.8%+19.4pp | 72.2%+27.1pp |
| Annual return | 63.21% | 33.35%+29.9pp | 45.10%+18.1pp | 59.30%+3.9pp |
| Employer contribution / active EE | $3,446 | $2,044+68.6% | $3,919-12.1% | $2,234+54.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |