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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,274 | $55,636+294.1% | $81,982+167.5% | $73,497+198.3% |
| Participation rate | 98.5% | 62.3%+36.2pp | 69.3%+29.2pp | 70.7%+27.8pp |
| Annual return | 38.56% | 19.07%+19.5pp | 41.31%-2.8pp | 28.51%+10.0pp |
| Employer contribution / active EE | $2,571 | $1,625+58.3% | $2,498+2.9% | $2,270+13.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |