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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,519 | $65,437+76.5% | $86,698+33.2% | $66,949+72.5% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.3pp |
| Annual return | 53.43% | -10.91%+64.3pp | 35.96%+17.5pp | 1.57%+51.9pp |
| Employer contribution / active EE | $5,252 | $2,154+143.9% | $2,837+85.1% | $2,545+106.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |