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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,248 | $76,696+84.2% | $96,515+46.3% | $71,511+97.5% |
| Participation rate | 97.5% | 66.6%+31.0pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 14.78% | 48.32%-33.5pp | 35.73%-20.9pp | 28.86%-14.1pp |
| Employer contribution / active EE | $8,664 | $3,032+185.8% | $3,740+131.7% | $2,589+234.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |