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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,101 | $80,177+31.1% | $123,894-15.2% | $57,658+82.3% |
| Participation rate | 91.0% | 74.4%+16.6pp | 81.4%+9.6pp | 70.2%+20.8pp |
| Annual return | 25.02% | 17.90%+7.1pp | 47.52%-22.5pp | 5.13%+19.9pp |
| Employer contribution / active EE | $7,442 | $2,913+155.5% | $4,617+61.2% | $1,974+277.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |