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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,327 | $87,060+108.3% | $105,591+71.7% | $80,911+124.1% |
| Participation rate | 99.0% | 70.4%+28.5pp | 75.3%+23.7pp | 67.6%+31.3pp |
| Annual return | 11.43% | 17.05%-5.6pp | 116.43%-105.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $13,232 | $2,396+452.2% | $3,166+317.9% | $2,756+380.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7 | $8,442-99.9% | $11,024-99.9% | $6,935-99.9% |