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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,044 | $82,188+76.5% | $125,401+15.7% | $64,829+123.7% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | 11.71% | 3.50%+8.2pp | 572.53%-560.8pp | 32.85%-21.1pp |
| Employer contribution / active EE | $4,782 | $3,617+32.2% | $4,816-0.7% | $2,507+90.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |