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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,964 | $93,617+22.8% | $135,982-15.5% | $75,177+52.9% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 26.41% | 30.89%-4.5pp | 68.32%-41.9pp | 160.75%-134.3pp |
| Employer contribution / active EE | $9,635 | $3,538+172.3% | $4,859+98.3% | $2,671+260.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |