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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,526 | $81,208+89.1% | $98,920+55.2% | $79,856+92.3% |
| Participation rate | 98.7% | 72.5%+26.2pp | 76.0%+22.7pp | 69.6%+29.1pp |
| Annual return | 64.86% | 60.99%+3.9pp | 196.47%-131.6pp | 31.71%+33.2pp |
| Employer contribution / active EE | $6,778 | $1,960+245.9% | $2,689+152.0% | $2,471+174.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |