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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,089 | $80,748+21.5% | $102,383-4.2% | $74,429+31.8% |
| Participation rate | 97.7% | 65.7%+32.1pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 39.37% | 27.57%+11.8pp | 24.94%+14.4pp | 1368.38%-1329.0pp |
| Employer contribution / active EE | $9,192 | $3,159+191.0% | $3,870+137.5% | $2,625+250.2% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |