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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,939 | $69,383+212.7% | $101,275+114.2% | $73,497+195.2% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 30.78% | 18.46%+12.3pp | 46.48%-15.7pp | 28.51%+2.3pp |
| Employer contribution / active EE | $15,556 | $2,628+491.9% | $3,660+325.0% | $2,270+585.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.8% | $5,948-100.0% | $513-99.8% |