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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,259 | $91,746+129.2% | $146,649+43.4% | $93,010+126.1% |
| Participation rate | 98.5% | 80.9%+17.6pp | 80.1%+18.5pp | 73.9%+24.6pp |
| Annual return | 30.06% | 18.28%+11.8pp | 22.75%+7.3pp | 158.70%-128.6pp |
| Employer contribution / active EE | $12,018 | $2,815+327.0% | $4,137+190.5% | $2,705+344.3% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,281-100.0% | $152-100.0% |