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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,484 | $76,383+19.8% | $121,663-24.8% | $64,340+42.2% |
| Participation rate | 97.1% | 60.4%+36.7pp | 74.5%+22.6pp | 55.2%+41.9pp |
| Annual return | 19.30% | 16.98%+2.3pp | 147.54%-128.2pp | 24.14%-4.8pp |
| Employer contribution / active EE | $6,961 | $1,943+258.3% | $3,020+130.5% | $1,862+273.9% |
| Participant deferral / active EE | $0 | $3,149-100.0% | $4,887-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $14,289-100.0% | $3,703-100.0% |