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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,146 | $83,023+31.5% | $102,437+6.5% | $77,762+40.4% |
| Participation rate | 91.1% | 71.5%+19.6pp | 74.5%+16.6pp | 70.6%+20.5pp |
| Annual return | 72.72% | 19.12%+53.6pp | 24.95%+47.8pp | 31.27%+41.5pp |
| Employer contribution / active EE | $9,305 | $3,552+161.9% | $3,871+140.4% | $2,728+241.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |