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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,375 | $72,303+182.7% | $86,698+135.7% | $64,824+215.3% |
| Participation rate | 84.0% | 80.4%+3.6pp | 76.6%+7.4pp | 71.5%+12.5pp |
| Annual return | 34.74% | 392.77%-358.0pp | 35.96%-1.2pp | 32.84%+1.9pp |
| Employer contribution / active EE | $5,377 | $2,393+124.7% | $2,837+89.5% | $2,507+114.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |