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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,618 | $55,125+39.0% | $109,907-30.3% | $86,821-11.8% |
| Participation rate | 99.0% | 70.1%+28.9pp | 74.2%+24.8pp | 72.3%+26.7pp |
| Annual return | 41.85% | 26.20%+15.7pp | 29.46%+12.4pp | 97.94%-56.1pp |
| Employer contribution / active EE | $9,399 | $1,558+503.3% | $2,844+230.5% | $2,406+290.7% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,047-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $6,069-100.0% | $170-100.0% |