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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,789 | $77,707+127.5% | $70,160+152.0% | $139,487+26.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 19.30%-0.7pp | 19.08%-0.4pp | 373.84%-355.2pp |
| Employer contribution / active EE | $19,500 | $4,986+291.1% | $4,285+355.1% | $4,755+310.1% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,582-100.0% | $11,407-100.0% |