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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,550 | $76,696+79.3% | $96,538+42.5% | $71,529+92.3% |
| Participation rate | 99.1% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 23.30% | 48.32%-25.0pp | 35.74%-12.4pp | 28.97%-5.7pp |
| Employer contribution / active EE | $8,472 | $3,032+179.5% | $3,740+126.5% | $2,590+227.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |