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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,025 | $48,284+67.8% | $67,524+20.0% | $80,911+0.1% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.1pp |
| Annual return | 13.78% | 18.27%-4.5pp | 3519.41%-3505.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,849 | $2,927+168.2% | $4,001+96.2% | $4,297+82.7% |
| Admin fee / account holder | $23 | $3,688-99.4% | $4,001-99.4% | $6,935-99.7% |