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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,676 | $76,696+22.1% | $96,538-3.0% | $71,529+31.0% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 46.25% | 48.32%-2.1pp | 35.74%+10.5pp | 28.97%+17.3pp |
| Employer contribution / active EE | $10,718 | $3,032+253.6% | $3,740+186.6% | $2,590+313.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |