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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,023 | $91,474+68.4% | $135,982+13.3% | $71,529+115.3% |
| Participation rate | 95.4% | 75.7%+19.7pp | 81.9%+13.5pp | 67.9%+27.5pp |
| Annual return | 25.83% | 29.89%-4.1pp | 68.32%-42.5pp | 28.97%-3.1pp |
| Employer contribution / active EE | $9,948 | $3,705+168.5% | $4,859+104.7% | $2,590+284.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |