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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,323 | $51,604+69.2% | $129,295-32.5% | $80,874+8.0% |
| Participation rate | 95.2% | 57.0%+38.3pp | 69.6%+25.6pp | 67.6%+27.6pp |
| Annual return | 15.88% | 20.76%-4.9pp | 9429.28%-9413.4pp | 35.62%-19.7pp |
| Employer contribution / active EE | $4,609 | $1,585+190.9% | $4,157+10.9% | $2,756+67.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |