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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,518 | $76,112+113.5% | $96,534+68.4% | $71,511+127.3% |
| Participation rate | 96.2% | 74.4%+21.8pp | 76.0%+20.2pp | 67.9%+28.3pp |
| Annual return | 37.94% | 22.81%+15.1pp | 25.88%+12.1pp | 28.86%+9.1pp |
| Employer contribution / active EE | $7,388 | $2,248+228.7% | $2,965+149.1% | $2,589+185.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |