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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,951 | $91,406+153.8% | $130,062+78.3% | $74,473+211.5% |
| Participation rate | 93.4% | 77.8%+15.6pp | 78.5%+14.9pp | 70.7%+22.7pp |
| Annual return | 29.46% | 23.21%+6.3pp | -137.37%+166.8pp | 34.36%-4.9pp |
| Employer contribution / active EE | $13,618 | $2,565+431.0% | $4,322+215.1% | $2,638+416.1% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,601-100.0% | $347-100.0% |