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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,623 | $63,905+37.1% | $74,184+18.1% | $57,658+52.0% |
| Participation rate | 97.2% | 79.8%+17.5pp | 76.6%+20.6pp | 70.2%+27.0pp |
| Annual return | 34.04% | 60.60%-26.6pp | 17.74%+16.3pp | 5.13%+28.9pp |
| Employer contribution / active EE | $7,339 | $1,840+298.8% | $2,370+209.7% | $1,974+271.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-99.6% | $5,586-100.0% | $95-99.7% |