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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,484 | $100,061+59.4% | $120,344+32.5% | $64,728+146.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.7%+23.3pp | 57.9%+42.1pp |
| Annual return | 11.49% | 16.53%-5.0pp | 20.30%-8.8pp | 49.38%-37.9pp |
| Employer contribution / active EE | $9,613 | $3,112+208.9% | $3,020+218.3% | $2,243+328.6% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |