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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,486 | $73,102+8.7% | $123,552-35.7% | $56,287+41.2% |
| Participation rate | 99.0% | 74.3%+24.7pp | 82.3%+16.7pp | 69.9%+29.2pp |
| Annual return | 15.25% | 3.01%+12.2pp | 119.20%-104.0pp | -9.96%+25.2pp |
| Employer contribution / active EE | $9,805 | $2,977+229.4% | $4,628+111.9% | $2,111+364.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,285-100.0% | $521-100.0% |