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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,077 | $78,428+26.3% | $95,960+3.2% | $79,852+24.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.07% | 19.37%-6.3pp | 91.63%-78.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $16,434 | $1,945+744.8% | $2,541+546.7% | $2,471+565.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |