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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,531 | $88,479+109.7% | $96,543+92.2% | $80,187+131.4% |
| Participation rate | 97.9% | 79.9%+18.0pp | 74.3%+23.5pp | 72.9%+24.9pp |
| Annual return | 53.76% | 22.53%+31.2pp | 35.75%+18.0pp | 40.40%+13.4pp |
| Employer contribution / active EE | $15,314 | $4,177+266.6% | $3,741+309.4% | $2,980+414.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,737-100.0% | $145-100.0% |