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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,357 | $82,972+162.0% | $103,374+110.3% | $77,671+179.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 23.46% | 19.14%+4.3pp | 24.89%-1.4pp | 31.21%-7.7pp |
| Employer contribution / active EE | $11,587 | $3,554+226.0% | $3,869+199.5% | $2,726+325.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |