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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,951 | $136,307+21.7% | $177,848-6.7% | $73,497+125.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 31.02% | 18.68%+12.3pp | 48.33%-17.3pp | 28.51%+2.5pp |
| Employer contribution / active EE | $13,334 | $3,712+259.2% | $5,919+125.3% | $2,270+487.4% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |