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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,835 | $45,087+318.8% | $69,483+171.8% | $72,976+158.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.02% | 22.67%-0.6pp | 28.99%-7.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $15,749 | $2,055+666.3% | $2,780+466.6% | $2,440+545.4% |
| Participant deferral / active EE | $4,654 | $2,603+78.8% | $3,537+31.6% | $3,608+29.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |