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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,539 | $58,726+66.1% | $92,240+5.7% | $62,293+56.6% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.7pp |
| Annual return | 34.34% | 43.62%-9.3pp | 176.29%-142.0pp | 28.90%+5.4pp |
| Employer contribution / active EE | $4,375 | $2,392+82.9% | $3,680+18.9% | $2,042+114.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |