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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,055 | $82,678+16.2% | $125,391-23.4% | $68,490+40.2% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | 29.86% | -5.97%+35.8pp | 572.41%-542.6pp | -7.85%+37.7pp |
| Employer contribution / active EE | $9,706 | $3,382+187.0% | $4,816+101.5% | $2,597+273.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |