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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,379 | $57,108+95.0% | $94,229+18.2% | $52,331+112.8% |
| Participation rate | 96.5% | 72.9%+23.6pp | 78.8%+17.7pp | 68.1%+28.4pp |
| Annual return | 32.53% | 1.47%+31.1pp | 10.68%+21.8pp | 4.54%+28.0pp |
| Employer contribution / active EE | $10,644 | $1,735+513.4% | $3,587+196.7% | $1,882+465.7% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |