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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,127 | $76,669+28.0% | $96,520+1.7% | $71,495+37.3% |
| Participation rate | 81.5% | 66.6%+15.0pp | 74.3%+7.2pp | 67.9%+13.6pp |
| Annual return | 113.67% | 48.29%+65.4pp | 35.72%+78.0pp | 28.85%+84.8pp |
| Employer contribution / active EE | $8,397 | $3,031+177.0% | $3,739+124.6% | $2,589+224.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |