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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,429 | $54,573+85.9% | $90,965+11.5% | $73,493+38.0% |
| Participation rate | 98.3% | 61.2%+37.2pp | 69.0%+29.3pp | 70.7%+27.7pp |
| Annual return | 20.47% | 16.69%+3.8pp | 134.57%-114.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $4,167 | $991+320.3% | $2,122+96.3% | $2,270+83.5% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-99.9% | $5,960-100.0% | $513-99.9% |