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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,859 | $59,220+72.0% | $96,570+5.5% | $79,391+28.3% |
| Participation rate | 98.5% | 61.9%+36.6pp | 69.8%+28.7pp | 70.7%+27.8pp |
| Annual return | 18.61% | 27.08%-8.5pp | 37.79%-19.2pp | 116.88%-98.3pp |
| Employer contribution / active EE | $13,923 | $1,216+1044.6% | $2,357+490.7% | $2,428+473.5% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |