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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,484 | $77,670+17.8% | $125,529-27.1% | $65,306+40.1% |
| Participation rate | 97.1% | 63.2%+34.0pp | 74.7%+22.4pp | 57.7%+39.4pp |
| Annual return | 19.30% | 15.16%+4.1pp | 202.56%-183.3pp | 21.94%-2.6pp |
| Employer contribution / active EE | $6,961 | $2,099+231.6% | $3,058+127.7% | $1,967+253.8% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $4,813-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $3,598-100.0% | $16,298-100.0% | $3,480-100.0% |