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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,267 | $52,306+105.1% | $69,779+53.7% | $62,881+70.6% |
| Participation rate | 82.9% | 67.2%+15.6pp | 71.8%+11.0pp | 69.3%+13.6pp |
| Annual return | 83.16% | 13.35%+69.8pp | 12.99%+70.2pp | 20.14%+63.0pp |
| Employer contribution / active EE | $14,435 | $1,799+702.3% | $2,338+517.3% | $2,281+532.9% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |