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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,125 | $83,045+76.0% | $130,045+12.4% | $71,511+104.3% |
| Participation rate | 95.9% | 74.1%+21.8pp | 78.5%+17.4pp | 67.9%+28.0pp |
| Annual return | 29.09% | 20.61%+8.5pp | -137.30%+166.4pp | 28.86%+0.2pp |
| Employer contribution / active EE | $12,123 | $2,623+362.1% | $4,321+180.5% | $2,589+368.2% |
| 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% |