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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,869 | $55,402+73.0% | $76,089+26.0% | $77,714+23.4% |
| Participation rate | 97.3% | 63.6%+33.7pp | 69.1%+28.2pp | 70.6%+26.7pp |
| Annual return | 36.64% | 17.09%+19.5pp | 360.94%-324.3pp | 31.26%+5.4pp |
| Employer contribution / active EE | $611 | $1,789-65.9% | $2,690-77.3% | $2,727-77.6% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $5 | $410-98.8% | $6,418-99.9% | $433-98.8% |