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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,449 | $63,905+52.5% | $74,184+31.4% | $57,658+69.0% |
| Participation rate | 99.7% | 79.8%+20.0pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 13.32% | 60.60%-47.3pp | 17.74%-4.4pp | 5.13%+8.2pp |
| Employer contribution / active EE | $2,993 | $1,840+62.6% | $2,370+26.3% | $1,974+51.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |