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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,143 | $99,201+16.1% | $96,544+19.3% | $74,473+54.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 69.83% | 22.40%+47.4pp | 25.88%+43.9pp | 34.36%+35.5pp |
| Employer contribution / active EE | $3,804 | $2,570+48.0% | $2,966+28.2% | $2,638+44.2% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |