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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,371 | $80,748+40.4% | $102,383+10.7% | $74,429+52.3% |
| Participation rate | 99.5% | 65.7%+33.8pp | 74.5%+25.0pp | 67.2%+32.3pp |
| Annual return | 21.87% | 27.57%-5.7pp | 24.94%-3.1pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $7,185 | $3,159+127.4% | $3,870+85.7% | $2,625+173.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |