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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,489 | $93,010+94.1% | $96,538+87.0% | $74,473+142.4% |
| Participation rate | 99.5% | 71.6%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 49.49% | 37.50%+12.0pp | 35.74%+13.8pp | 34.36%+15.1pp |
| Employer contribution / active EE | $11,213 | $3,427+227.2% | $3,740+199.8% | $2,638+325.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |