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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,068 | $80,731+78.5% | $103,374+39.4% | $74,546+93.3% |
| Participation rate | 98.0% | 65.7%+32.4pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 32.44% | 27.56%+4.9pp | 24.89%+7.5pp | 1366.03%-1333.6pp |
| Employer contribution / active EE | $8,390 | $3,158+165.7% | $3,869+116.8% | $2,624+219.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |