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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,342 | $76,696+139.1% | $96,538+89.9% | $71,529+156.3% |
| Participation rate | 97.4% | 66.6%+30.8pp | 74.3%+23.1pp | 67.9%+29.5pp |
| Annual return | 42.63% | 48.32%-5.7pp | 35.74%+6.9pp | 28.97%+13.7pp |
| Employer contribution / active EE | $17,821 | $3,032+487.9% | $3,740+376.5% | $2,590+588.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |