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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,800 | $82,279+34.7% | $78,002+42.0% | $63,975+73.2% |
| Participation rate | 99.6% | 84.7%+15.0pp | 75.5%+24.1pp | 71.1%+28.5pp |
| Annual return | 10.93% | 11.20%-0.3pp | 425.99%-415.1pp | 48.65%-37.7pp |
| Employer contribution / active EE | $10,516 | $3,297+219.0% | $2,470+325.7% | $2,182+382.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $5,481-100.0% | $70-100.0% |