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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,079 | $58,828+56.5% | $78,002+18.0% | $62,881+46.4% |
| Participation rate | 98.9% | 71.1%+27.9pp | 75.5%+23.4pp | 69.3%+29.6pp |
| Annual return | 35.87% | 17.16%+18.7pp | 425.99%-390.1pp | 20.14%+15.7pp |
| Employer contribution / active EE | $2,511 | $1,672+50.2% | $2,470+1.7% | $2,281+10.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |