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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,498 | $37,044+144.3% | $71,796+26.0% | $57,658+57.0% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.1%+28.9pp | 70.2%+27.8pp |
| Annual return | 14.92% | 12.64%+2.3pp | 78.04%-63.1pp | 5.13%+9.8pp |
| Employer contribution / active EE | $2,250 | $720+212.5% | $1,924+16.9% | $1,974+14.0% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-99.7% | $4,815-100.0% | $95-99.6% |