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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,909 | $92,076+49.8% | $105,608+30.6% | $77,714+77.5% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | 16.75% | 17.84%-1.1pp | 116.50%-99.7pp | 31.26%-14.5pp |
| Employer contribution / active EE | $11,382 | $3,370+237.7% | $3,167+259.4% | $2,727+317.4% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,028-100.0% | $433-100.0% |