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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,771 | $85,766+7.0% | $136,298-32.7% | $70,126+30.9% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 35.14% | 31.46%+3.7pp | 5156.27%-5121.1pp | 73.15%-38.0pp |
| Employer contribution / active EE | $13,868 | $2,966+367.6% | $4,696+195.3% | $2,343+492.0% |
| Participant deferral / active EE | $12,248 | $5,051+142.5% | $6,247+96.0% | $3,332+267.6% |
| Admin fee / account holder | $3 | $5,421-100.0% | $9,244-100.0% | $4,645-99.9% |