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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,068 | $80,763+78.4% | $102,412+40.7% | $74,459+93.5% |
| Participation rate | 98.0% | 65.7%+32.4pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 32.44% | 27.57%+4.9pp | 24.94%+7.5pp | 1369.70%-1337.3pp |
| Employer contribution / active EE | $8,390 | $3,160+165.5% | $3,870+116.8% | $2,626+219.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |