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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,904 | $91,418-1.7% | $87,104+3.2% | - |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.9%+23.1pp | - |
| Annual return | 62.82% | 14.06%+48.8pp | 28.19%+34.6pp | - |
| Employer contribution / active EE | $7,680 | $2,156+256.3% | $2,521+204.6% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $0 | $8,929-100.0% | $7,491-100.0% | - |