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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,414 | $73,638+29.6% | $95,964-0.6% | $73,497+29.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 41.75% | 16.78%+25.0pp | 91.64%-49.9pp | 28.51%+13.2pp |
| Employer contribution / active EE | $5,296 | $1,863+184.2% | $2,541+108.4% | $2,270+133.3% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $482-99.4% | $6,797-100.0% | $513-99.4% |