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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,805 | $73,125+128.1% | $125,195+33.2% | $77,775+114.5% |
| Participation rate | 99.5% | 79.4%+20.1pp | 79.8%+19.8pp | 73.2%+26.3pp |
| Annual return | 27.63% | 24.71%+2.9pp | 43.79%-16.2pp | 32.58%-4.9pp |
| Employer contribution / active EE | $5,602 | $2,413+132.2% | $3,866+44.9% | $2,504+123.7% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $89-99.9% | $9,704-100.0% | $100-99.9% |