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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,441 | $83,369+118.8% | $105,223+73.4% | $67,986+168.4% |
| Participation rate | 98.2% | 56.3%+41.9pp | 75.0%+23.2pp | 57.2%+41.0pp |
| Annual return | 32.97% | 24.64%+8.3pp | 180.65%-147.7pp | 31.67%+1.3pp |
| Employer contribution / active EE | $640 | $2,541-74.8% | $3,689-82.6% | $2,019-68.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |