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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,228 | $95,417+15.5% | $135,974-18.9% | $74,460+48.0% |
| Participation rate | 96.4% | 78.2%+18.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 20.81% | 32.76%-11.9pp | 68.30%-47.5pp | 34.38%-13.6pp |
| Employer contribution / active EE | $12,447 | $3,878+221.0% | $4,859+156.2% | $2,638+371.8% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |