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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,057 | $64,176+54.4% | $112,263-11.8% | $66,949+48.0% |
| Participation rate | 97.0% | 68.4%+28.6pp | 75.1%+22.0pp | 69.8%+27.2pp |
| Annual return | 93.50% | -13.80%+107.3pp | 27.49%+66.0pp | 1.57%+91.9pp |
| Employer contribution / active EE | $17,667 | $3,007+487.6% | $3,636+385.9% | $2,545+594.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |