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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,146 | $82,972+31.5% | $103,374+5.6% | $77,671+40.5% |
| Participation rate | 91.1% | 71.5%+19.6pp | 74.5%+16.6pp | 70.6%+20.5pp |
| Annual return | 72.72% | 19.14%+53.6pp | 24.89%+47.8pp | 31.21%+41.5pp |
| Employer contribution / active EE | $9,305 | $3,554+161.8% | $3,869+140.5% | $2,726+241.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |