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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,652 | $73,638+145.3% | $95,964+88.3% | $73,497+145.8% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 21.13% | 16.78%+4.4pp | 91.64%-70.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $16,129 | $1,863+765.7% | $2,541+534.7% | $2,270+610.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-99.9% | $6,797-100.0% | $513-99.9% |