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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,563 | $52,884+48.6% | $84,753-7.3% | $55,167+42.4% |
| Participation rate | 99.1% | 67.5%+31.6pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 40.32% | 18.03%+22.3pp | 22.78%+17.5pp | 169.23%-128.9pp |
| Employer contribution / active EE | $3,311 | $2,233+48.2% | $3,574-7.4% | $1,963+68.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |