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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,614 | $99,168+41.8% | $96,534+45.7% | $74,460+88.8% |
| Participation rate | 99.0% | 80.7%+18.3pp | 76.0%+23.0pp | 70.7%+28.3pp |
| Annual return | 37.23% | 22.40%+14.8pp | 25.88%+11.3pp | 34.38%+2.9pp |
| Employer contribution / active EE | $17,448 | $2,570+579.0% | $2,965+488.4% | $2,638+561.4% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |