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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,086 | $72,303+32.9% | $86,698+10.8% | $64,819+48.2% |
| Participation rate | 98.3% | 80.4%+17.8pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | 5.21% | 392.77%-387.6pp | 35.95%-30.7pp | 32.84%-27.6pp |
| Employer contribution / active EE | $3,979 | $2,393+66.3% | $2,837+40.3% | $2,507+58.7% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |