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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,037 | $96,805+11.6% | $153,741-29.7% | $77,762+38.9% |
| Participation rate | 97.8% | 81.6%+16.2pp | 77.1%+20.7pp | 70.6%+27.2pp |
| Annual return | 42.13% | 14.39%+27.7pp | 15.71%+26.4pp | 31.27%+10.9pp |
| Employer contribution / active EE | $9,204 | $5,232+75.9% | $5,042+82.6% | $2,728+237.4% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,757-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $12,749-100.0% | $433-100.0% |