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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,263 | $89,652+15.2% | $141,197-26.9% | $65,186+58.4% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.5%+13.6pp | 70.2%+25.9pp |
| Annual return | 47.95% | 32.79%+15.2pp | 71.41%-23.5pp | 29.39%+18.6pp |
| Employer contribution / active EE | $6,507 | $3,065+112.3% | $4,736+37.4% | $2,177+198.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |