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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,769 | $96,486+17.9% | $153,500-25.9% | $77,714+46.4% |
| Participation rate | 97.6% | 81.6%+16.0pp | 77.1%+20.5pp | 70.6%+27.1pp |
| Annual return | 52.66% | 14.44%+38.2pp | 15.70%+37.0pp | 31.26%+21.4pp |
| Employer contribution / active EE | $9,113 | $5,224+74.5% | $5,039+80.8% | $2,727+234.2% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,756-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $12,736-100.0% | $433-100.0% |