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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,306 | $95,453+73.2% | $112,040+47.5% | $82,448+100.5% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.5%+22.3pp | 68.1%+30.7pp |
| Annual return | 48.20% | 23.92%+24.3pp | 24.52%+23.7pp | 41.64%+6.6pp |
| Employer contribution / active EE | $9,518 | $2,318+310.6% | $2,954+222.2% | $2,551+273.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |