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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,594 | $82,979+34.5% | $102,412+9.0% | $77,736+43.6% |
| Participation rate | 97.5% | 71.5%+26.0pp | 74.5%+23.0pp | 70.6%+27.0pp |
| Annual return | 79.13% | 19.11%+60.0pp | 24.94%+54.2pp | 31.26%+47.9pp |
| Employer contribution / active EE | $2,526 | $3,554-28.9% | $3,870-34.7% | $2,728-7.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |