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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,044 | $82,163+76.5% | $125,381+15.7% | $64,819+123.8% |
| Participation rate | 98.2% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | 11.71% | 3.49%+8.2pp | 572.31%-560.6pp | 32.84%-21.1pp |
| Employer contribution / active EE | $4,782 | $3,616+32.2% | $4,815-0.7% | $2,507+90.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |