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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,371 | $82,133+66.0% | $147,318-7.4% | $64,097+112.8% |
| Participation rate | 99.6% | 62.3%+37.3pp | 82.1%+17.5pp | 55.2%+44.4pp |
| Annual return | 26.39% | 78.78%-52.4pp | 70.43%-44.0pp | 34.64%-8.3pp |
| Employer contribution / active EE | $5,733 | $2,872+99.6% | $4,593+24.8% | $1,891+203.1% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $7,906-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,730-100.0% | $13,708-100.0% | $3,454-100.0% |