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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,364 | $76,696+223.8% | $96,538+157.3% | $71,529+247.2% |
| Participation rate | 96.1% | 66.6%+29.6pp | 74.3%+21.8pp | 67.9%+28.2pp |
| Annual return | 59.46% | 48.32%+11.1pp | 35.74%+23.7pp | 28.97%+30.5pp |
| Employer contribution / active EE | $2,327 | $3,032-23.3% | $3,740-37.8% | $2,590-10.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |