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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,199 | $95,438+36.4% | $135,998-4.3% | $74,478+74.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.99% | 32.61%-13.6pp | 68.37%-49.4pp | 34.37%-15.4pp |
| Employer contribution / active EE | $11,907 | $3,878+207.1% | $4,860+145.0% | $2,637+351.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $259-99.0% | $10,769-100.0% | $347-99.3% |