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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,858 | $69,383+75.6% | $101,275+20.3% | $73,497+65.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 32.08% | 18.46%+13.6pp | 46.48%-14.4pp | 28.51%+3.6pp |
| Employer contribution / active EE | $5,569 | $2,628+111.9% | $3,660+52.1% | $2,270+145.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |