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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,915 | $72,269+63.2% | $101,271+16.4% | $79,852+47.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 30.40% | 22.29%+8.1pp | 46.48%-16.1pp | 31.72%-1.3pp |
| Employer contribution / active EE | $10,786 | $2,692+300.7% | $3,660+194.7% | $2,471+336.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |