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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,560 | $72,303+236.9% | $86,698+180.9% | $64,819+275.8% |
| Participation rate | 93.2% | 80.4%+12.8pp | 76.6%+16.6pp | 71.5%+21.7pp |
| Annual return | 20.26% | 392.77%-372.5pp | 35.95%-15.7pp | 32.84%-12.6pp |
| Employer contribution / active EE | $6,488 | $2,393+171.1% | $2,837+128.7% | $2,507+158.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |