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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,680 | $52,884+251.1% | $84,753+119.1% | $55,167+236.6% |
| Participation rate | 97.2% | 67.5%+29.7pp | 76.6%+20.6pp | 69.0%+28.2pp |
| Annual return | 36.37% | 18.03%+18.3pp | 22.78%+13.6pp | 169.23%-132.9pp |
| Employer contribution / active EE | $14,925 | $2,233+568.2% | $3,574+317.5% | $1,963+660.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-99.9% | $5,333-100.0% | $504-99.9% |