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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,182 | $87,834+124.5% | $133,975+47.2% | $62,881+213.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.47% | 12.05%-5.6pp | 29.29%-22.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $15,009 | $3,482+331.0% | $5,211+188.0% | $2,281+558.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |