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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,249 | $72,303+103.7% | $86,698+69.8% | $64,824+127.2% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | 34.30% | 392.77%-358.5pp | 35.96%-1.7pp | 32.84%+1.5pp |
| Employer contribution / active EE | $11,872 | $2,393+396.1% | $2,837+318.5% | $2,507+373.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |