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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,483 | $84,936+185.5% | $111,303+117.9% | $79,393+205.4% |
| Participation rate | 94.5% | 75.9%+18.7pp | 77.3%+17.2pp | 70.7%+23.8pp |
| Annual return | 25.35% | 17.45%+7.9pp | 54.66%-29.3pp | 116.87%-91.5pp |
| Employer contribution / active EE | $7,085 | $1,979+258.0% | $2,731+159.4% | $2,428+191.8% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $627-100.0% |