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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,077 | $64,705+128.9% | $62,929+135.3% | $67,986+117.8% |
| Participation rate | 99.3% | 65.6%+33.7pp | 73.1%+26.2pp | 57.2%+42.1pp |
| Annual return | 14.22% | 20.31%-6.1pp | 1063.93%-1049.7pp | 31.67%-17.4pp |
| Employer contribution / active EE | $12,128 | $2,376+410.5% | $2,505+384.2% | $2,019+500.8% |
| Participant deferral / active EE | $7,047 | $3,198+120.4% | $3,888+81.2% | $3,358+109.9% |
| Admin fee / account holder | $3 | $1,428-99.8% | $5,065-99.9% | $3,203-99.9% |