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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,829 | $94,836+77.0% | $75,728+121.6% | $86,828+93.3% |
| Participation rate | 90.4% | 79.1%+11.2pp | 74.8%+15.5pp | 72.3%+18.1pp |
| Annual return | 57.20% | 16.90%+40.3pp | 104.66%-47.5pp | 97.95%-40.7pp |
| Employer contribution / active EE | $2,800 | $2,908-3.7% | $2,743+2.1% | $2,406+16.4% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,620-100.0% | $170-100.0% |