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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,654 | $80,748+64.3% | $102,383+29.6% | $74,429+78.2% |
| Participation rate | 77.9% | 65.7%+12.2pp | 74.5%+3.4pp | 67.2%+10.7pp |
| Annual return | 18.27% | 27.57%-9.3pp | 24.94%-6.7pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $20,745 | $3,159+556.6% | $3,870+436.0% | $2,625+690.3% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |