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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,815 | $80,705+69.5% | $115,768+18.2% | $67,986+101.2% |
| Participation rate | 98.4% | 63.0%+35.5pp | 74.4%+24.0pp | 57.2%+41.2pp |
| Annual return | 26.62% | 18.49%+8.1pp | 100.46%-73.8pp | 31.67%-5.0pp |
| Employer contribution / active EE | $17,140 | $2,046+737.6% | $2,940+483.0% | $2,019+749.0% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,135-100.0% | $12,439-100.0% | $3,203-100.0% |