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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,650 | $95,438-4.0% | $135,982-32.6% | $74,473+23.1% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.3pp |
| Annual return | 71.40% | 32.61%+38.8pp | 68.32%+3.1pp | 34.36%+37.0pp |
| Employer contribution / active EE | $4,670 | $3,878+20.4% | $4,859-3.9% | $2,638+77.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |