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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,247 | $95,417+70.0% | $135,974+19.3% | $74,460+117.9% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 23.88% | 32.76%-8.9pp | 68.30%-44.4pp | 34.38%-10.5pp |
| Employer contribution / active EE | $10,780 | $3,878+178.0% | $4,859+121.9% | $2,638+308.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |