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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,645 | $89,652+10.0% | $141,191-30.1% | $65,185+51.3% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.5%+10.7pp | 70.2%+22.9pp |
| Annual return | 52.92% | 32.79%+20.1pp | 71.41%-18.5pp | 29.38%+23.5pp |
| Employer contribution / active EE | $4,584 | $3,065+49.6% | $4,736-3.2% | $2,177+110.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |