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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,111 | $50,464+183.6% | $75,784+88.8% | $52,331+173.5% |
| Participation rate | 99.5% | 66.8%+32.8pp | 75.8%+23.7pp | 68.1%+31.4pp |
| Annual return | 16.58% | 1.03%+15.6pp | 9.68%+6.9pp | 4.54%+12.0pp |
| Employer contribution / active EE | $9,335 | $1,988+369.5% | $3,323+180.9% | $1,882+396.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |