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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,237 | $83,485+153.0% | $125,180+68.7% | $72,983+189.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 31.76% | 25.78%+6.0pp | 43.79%-12.0pp | 81.01%-49.3pp |
| Employer contribution / active EE | $11,383 | $2,346+385.3% | $3,866+194.5% | $2,440+366.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $28 | $5,518-99.5% | $9,703-99.7% | $5,124-99.5% |