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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,406 | $73,978+92.5% | $96,515+47.5% | $75,173+89.4% |
| Participation rate | 98.4% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.2pp |
| Annual return | 18.15% | 26.72%-8.6pp | 35.73%-17.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $15,114 | $2,931+415.7% | $3,740+304.2% | $2,671+465.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |