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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,654 | $80,731+64.3% | $103,374+28.3% | $74,546+77.9% |
| Participation rate | 77.9% | 65.7%+12.2pp | 74.5%+3.4pp | 67.2%+10.7pp |
| Annual return | 18.27% | 27.56%-9.3pp | 24.89%-6.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $20,745 | $3,158+556.9% | $3,869+436.1% | $2,624+690.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |