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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,737 | $58,347+120.6% | $85,705+50.2% | $86,821+48.3% |
| Participation rate | 98.9% | 64.9%+34.0pp | 69.9%+29.0pp | 72.3%+26.6pp |
| Annual return | 59.54% | 18.43%+41.1pp | 21.49%+38.0pp | 97.94%-38.4pp |
| Employer contribution / active EE | $2,874 | $1,751+64.2% | $2,619+9.8% | $2,406+19.5% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,877-100.0% | $170-100.0% |