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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,034 | $71,192+143.1% | $117,861+46.8% | $62,293+177.8% |
| Participation rate | 95.6% | 74.2%+21.4pp | 79.7%+16.0pp | 69.5%+26.1pp |
| Annual return | 32.63% | 18.66%+14.0pp | 335.11%-302.5pp | 28.90%+3.7pp |
| Employer contribution / active EE | $17,872 | $1,934+824.2% | $3,786+372.0% | $2,042+775.1% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |