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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,971 | $81,948+4.9% | $90,760-5.3% | $64,819+32.6% |
| Participation rate | 99.7% | 80.5%+19.2pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | 57.98% | -12.53%+70.5pp | -12.16%+70.1pp | 32.84%+25.1pp |
| Employer contribution / active EE | $9,080 | $3,067+196.0% | $2,922+210.8% | $2,507+262.2% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,444-100.0% | $188-100.0% |