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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,395 | $83,045+149.7% | $130,045+59.5% | $71,511+190.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 27.01% | 20.61%+6.4pp | -137.30%+164.3pp | 28.86%-1.8pp |
| Employer contribution / active EE | $8,459 | $2,623+222.5% | $4,321+95.7% | $2,589+226.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |