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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,310 | $77,677+42.0% | $109,188+1.0% | $79,389+38.9% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.3pp | 70.7%+28.5pp |
| Annual return | 113.67% | 23.44%+90.2pp | 25.76%+87.9pp | 116.89%-3.2pp |
| Employer contribution / active EE | $2,831 | $2,798+1.2% | $3,723-24.0% | $2,428+16.6% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-99.9% | $6,755-100.0% | $626-99.9% |