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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,909 | $92,186+49.6% | $105,624+30.6% | $77,762+77.3% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.0pp |
| Annual return | 16.75% | 17.83%-1.1pp | 116.20%-99.5pp | 31.27%-14.5pp |
| Employer contribution / active EE | $11,382 | $3,376+237.2% | $3,168+259.3% | $2,728+317.2% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |