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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,627 | $96,558+61.2% | $80,977+92.2% | $273,972-43.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 27.02% | 15.14%+11.9pp | 17.11%+9.9pp | 41.46%-14.4pp |
| Employer contribution / active EE | $20,981 | $4,869+330.9% | $3,715+464.8% | $4,869+330.9% |
| Participant deferral / active EE | $12,000 | $6,598+81.9% | $5,696+110.7% | $5,287+127.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |