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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,357 | $82,979+161.9% | $102,412+112.2% | $77,736+179.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 23.46% | 19.11%+4.3pp | 24.94%-1.5pp | 31.26%-7.8pp |
| Employer contribution / active EE | $11,587 | $3,554+226.1% | $3,870+199.4% | $2,728+324.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |