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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,907 | $63,905+42.3% | $74,184+22.5% | $57,658+57.7% |
| Participation rate | 99.7% | 79.8%+19.9pp | 76.6%+23.0pp | 70.2%+29.4pp |
| Annual return | 20.94% | 60.60%-39.7pp | 17.74%+3.2pp | 5.13%+15.8pp |
| Employer contribution / active EE | $4,081 | $1,840+121.7% | $2,370+72.2% | $1,974+106.7% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |