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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,190 | $102,197-21.5% | $142,516-43.7% | $74,460+7.7% |
| Participation rate | 97.4% | 79.8%+17.5pp | 76.8%+20.6pp | 70.7%+26.6pp |
| Annual return | 46.93% | 19.73%+27.2pp | 19.99%+26.9pp | 34.38%+12.6pp |
| Employer contribution / active EE | $5,160 | $5,052+2.1% | $4,849+6.4% | $2,638+95.6% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,280-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $10,008-100.0% | $348-100.0% |