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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,505 | $88,324+54.6% | $115,038+18.7% | $55,191+147.3% |
| Participation rate | 96.6% | 72.5%+24.0pp | 81.4%+15.2pp | 69.2%+27.4pp |
| Annual return | 19.00% | 6.30%+12.7pp | 26.14%-7.1pp | 10.78%+8.2pp |
| Employer contribution / active EE | $5,695 | $2,805+103.0% | $4,608+23.6% | $1,899+199.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |