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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,949 | $76,551+214.8% | $123,894+94.5% | $62,881+283.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 15.62% | 18.68%-3.1pp | 47.52%-31.9pp | 20.14%-4.5pp |
| Employer contribution / active EE | $12,841 | $2,882+345.5% | $4,617+178.1% | $2,281+463.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $242 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |