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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,267 | $50,956+22.2% | $96,572-35.5% | $86,821-28.3% |
| Participation rate | 99.6% | 65.2%+34.4pp | 69.8%+29.8pp | 72.3%+27.3pp |
| Annual return | 63.03% | 21.27%+41.8pp | 37.79%+25.2pp | 97.94%-34.9pp |
| Employer contribution / active EE | $4,575 | $1,111+311.9% | $2,357+94.1% | $2,406+90.2% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $166-99.5% | $6,183-100.0% | $170-99.5% |