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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,097 | $73,638+105.2% | $95,956+57.5% | $73,493+105.6% |
| Participation rate | 94.5% | 76.2%+18.3pp | 77.1%+17.4pp | 70.7%+23.8pp |
| Annual return | 34.84% | 16.78%+18.1pp | 91.63%-56.8pp | 28.51%+6.3pp |
| Employer contribution / active EE | $6,654 | $1,863+257.2% | $2,541+161.9% | $2,270+193.1% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |