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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,948 | $91,559+58.3% | $133,978+8.2% | $79,856+81.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.74% | 61.85%-44.1pp | 45.10%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $22,144 | $2,384+829.0% | $3,919+465.1% | $2,471+796.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |