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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,371 | $75,058+81.7% | $152,301-10.5% | $64,340+112.0% |
| Participation rate | 99.6% | 60.9%+38.7pp | 82.4%+17.1pp | 55.2%+44.3pp |
| Annual return | 26.39% | 29.93%-3.5pp | 80.50%-54.1pp | 24.14%+2.2pp |
| Employer contribution / active EE | $5,733 | $2,605+120.1% | $4,624+24.0% | $1,862+208.0% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,050-100.0% | $14,398-100.0% | $3,703-100.0% |