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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,106 | $95,438+76.1% | $135,998+23.6% | $74,478+125.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 48.16% | 32.61%+15.5pp | 68.37%-20.2pp | 34.37%+13.8pp |
| Employer contribution / active EE | $1,351 | $3,878-65.2% | $4,860-72.2% | $2,637-48.8% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-99.8% | $10,769-100.0% | $347-99.9% |