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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,869 | $55,457+72.9% | $76,119+25.9% | $77,736+23.3% |
| Participation rate | 97.3% | 63.6%+33.7pp | 69.1%+28.2pp | 70.6%+26.7pp |
| Annual return | 36.64% | 17.09%+19.5pp | 361.25%-324.6pp | 31.26%+5.4pp |
| Employer contribution / active EE | $611 | $1,792-65.9% | $2,693-77.3% | $2,728-77.6% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,259-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $411-98.8% | $6,421-99.9% | $433-98.8% |