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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,323 | $51,638+69.1% | $129,406-32.5% | $80,959+7.9% |
| Participation rate | 95.2% | 56.9%+38.3pp | 69.6%+25.6pp | 67.7%+27.6pp |
| Annual return | 15.88% | 20.78%-4.9pp | 9468.18%-9452.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,609 | $1,584+191.1% | $4,155+10.9% | $2,757+67.2% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |