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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,199 | $88,360+89.2% | $145,433+15.0% | $67,986+145.9% |
| Participation rate | 98.6% | 65.5%+33.1pp | 82.1%+16.5pp | 57.2%+41.4pp |
| Annual return | 35.33% | 63.15%-27.8pp | 66.58%-31.2pp | 31.67%+3.7pp |
| Employer contribution / active EE | $11,755 | $3,054+284.9% | $4,554+158.1% | $2,019+482.3% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |