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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,089 | $80,781+21.4% | $102,437-4.2% | $74,478+31.7% |
| Participation rate | 97.7% | 65.7%+32.1pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 39.37% | 27.58%+11.8pp | 24.95%+14.4pp | 1370.56%-1331.2pp |
| Employer contribution / active EE | $9,192 | $3,160+190.9% | $3,871+137.5% | $2,626+250.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |