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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,852 | $50,860+310.6% | $155,574+34.2% | $77,714+168.7% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 20.76% | 34.86%-14.1pp | 64.87%-44.1pp | 31.26%-10.5pp |
| Employer contribution / active EE | $5,048 | $1,991+153.6% | $4,676+8.0% | $2,727+85.1% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |