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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,414 | $65,437+128.3% | $86,698+72.3% | $66,949+123.2% |
| Participation rate | 98.1% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | 64.23% | -10.91%+75.1pp | 35.96%+28.3pp | 1.57%+62.7pp |
| Employer contribution / active EE | $9,275 | $2,154+330.7% | $2,837+226.9% | $2,545+264.4% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $12 | $642-98.1% | $7,492-99.8% | $594-98.0% |