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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,244 | $76,551+179.9% | $123,894+72.9% | $62,881+240.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.03% | 18.68%-6.6pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $6,383 | $2,882+121.4% | $4,617+38.3% | $2,281+179.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |