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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,856 | $72,273+90.7% | $101,275+36.1% | $79,856+72.6% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.8%+22.9pp | 69.6%+29.0pp |
| Annual return | 48.53% | 22.30%+26.2pp | 46.48%+2.1pp | 31.71%+16.8pp |
| Employer contribution / active EE | $8,732 | $2,691+224.5% | $3,660+138.6% | $2,471+253.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |