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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,406 | $51,222+86.3% | $70,544+35.2% | $75,173+26.9% |
| Participation rate | 95.1% | 61.0%+34.1pp | 68.4%+26.7pp | 67.2%+27.9pp |
| Annual return | 18.39% | 30.06%-11.7pp | 32.79%-14.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $5,635 | $1,827+208.5% | $2,976+89.4% | $2,671+111.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20 | $4,096-99.5% | $6,427-99.7% | $5,651-99.6% |