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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,308 | $31,109+203.2% | $67,704+39.3% | $52,331+80.2% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | 69.34% | 23.70%+45.6pp | 25.41%+43.9pp | 4.54%+64.8pp |
| Employer contribution / active EE | $8,983 | $1,076+735.1% | $2,559+251.0% | $1,882+377.4% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |