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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,745 | $110,483-22.4% | $145,433-41.0% | $79,634+7.7% |
| Participation rate | 97.9% | 71.1%+26.8pp | 82.1%+15.8pp | 62.5%+35.4pp |
| Annual return | 26.89% | 24.62%+2.3pp | 66.58%-39.7pp | 36.46%-9.6pp |
| Employer contribution / active EE | $10,315 | $4,053+154.5% | $4,554+126.5% | $2,529+307.8% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |