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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,000 | $80,781+7.7% | $102,437-15.1% | $74,478+16.8% |
| Participation rate | 98.4% | 65.7%+32.8pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 14.35% | 27.58%-13.2pp | 24.95%-10.6pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $5,145 | $3,160+62.8% | $3,871+32.9% | $2,626+95.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,372-99.9% | $8,388-100.0% | $1,946-99.9% |