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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,204 | $96,486-9.6% | $153,476-43.2% | $77,692+12.2% |
| Participation rate | 98.5% | 81.6%+16.9pp | 77.1%+21.4pp | 70.6%+28.0pp |
| Annual return | 43.08% | 14.44%+28.6pp | 15.66%+27.4pp | 31.25%+11.8pp |
| Employer contribution / active EE | $23,311 | $5,224+346.2% | $5,038+362.7% | $2,726+755.1% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,759-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $12,729-100.0% | $431-100.0% |