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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,546 | $82,979+145.3% | $102,383+98.8% | $77,714+161.9% |
| Participation rate | 99.3% | 71.5%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 68.25% | 19.11%+49.1pp | 24.94%+43.3pp | 31.26%+37.0pp |
| Employer contribution / active EE | $10,280 | $3,554+189.3% | $3,870+165.6% | $2,727+277.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |