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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,204 | $96,805-9.9% | $153,741-43.3% | $77,762+12.1% |
| Participation rate | 98.5% | 81.6%+16.9pp | 77.1%+21.4pp | 70.6%+27.9pp |
| Annual return | 43.08% | 14.39%+28.7pp | 15.71%+27.4pp | 31.27%+11.8pp |
| Employer contribution / active EE | $23,311 | $5,232+345.5% | $5,042+362.4% | $2,728+754.5% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,757-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $12,749-100.0% | $433-100.0% |