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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,805 | $50,956+190.1% | $96,572+53.1% | $86,821+70.2% |
| Participation rate | 99.6% | 65.2%+34.4pp | 69.8%+29.8pp | 72.3%+27.3pp |
| Annual return | 43.25% | 21.27%+22.0pp | 37.79%+5.5pp | 97.94%-54.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $7,178 | $2,954+143.0% | $3,850+86.5% | $4,132+73.7% |
| Admin fee / account holder | $2 | $166-98.7% | $6,183-100.0% | $170-98.7% |