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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,804 | $34,634+407.6% | $77,081+128.1% | $64,814+171.2% |
| Participation rate | 99.4% | 49.8%+49.6pp | 67.9%+31.5pp | 71.5%+28.0pp |
| Annual return | 39.51% | -5.31%+44.8pp | 42.33%-2.8pp | 32.84%+6.7pp |
| Employer contribution / active EE | $9,264 | $1,385+568.9% | $2,813+229.3% | $2,507+269.6% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,428-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $178-97.0% | $5,427-99.9% | $188-97.1% |