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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,273 | $64,871+57.7% | $129,118-20.8% | $66,949+52.8% |
| Participation rate | 94.1% | 74.0%+20.2pp | 77.2%+16.9pp | 69.8%+24.3pp |
| Annual return | 38.39% | -12.21%+50.6pp | -10.94%+49.3pp | 1.57%+36.8pp |
| Employer contribution / active EE | $5,210 | $3,741+39.3% | $5,051+3.1% | $2,545+104.7% |
| Participant deferral / active EE | $0 | $5,090-100.0% | $6,539-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $629-100.0% | $14,305-100.0% | $594-100.0% |