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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,666 | $53,165+72.4% | $86,216+6.3% | $74,460+23.1% |
| Participation rate | 95.3% | 64.9%+30.5pp | 69.0%+26.4pp | 70.7%+24.6pp |
| Annual return | 14.99% | 22.64%-7.6pp | 1169.42%-1154.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $6,170 | $1,210+410.0% | $2,382+159.1% | $2,638+133.9% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,853-100.0% | $348-100.0% |