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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,000 | $80,781+23.8% | $102,437-2.4% | $74,478+34.3% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 37.80% | 27.58%+10.2pp | 24.95%+12.9pp | 1370.56%-1332.8pp |
| Employer contribution / active EE | $3,084 | $3,160-2.4% | $3,871-20.3% | $2,626+17.4% |
| 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% |