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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,453 | $76,312+213.8% | $67,221+256.2% | $158,950+50.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.89% | 22.77%-8.9pp | 20.72%-6.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $5,943 | $4,476+32.8% | $3,723+59.6% | $4,762+24.8% |
| Participant deferral / active EE | $10,505 | $5,264+99.6% | $4,384+139.6% | $5,983+75.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,248-100.0% |