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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,221 | $69,383+171.3% | $101,275+85.9% | $73,497+156.1% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.8%+23.4pp | 70.7%+28.6pp |
| Annual return | 17.46% | 18.46%-1.0pp | 46.48%-29.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $10,066 | $2,628+283.0% | $3,660+175.0% | $2,270+343.4% |
| 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% |