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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,933 | $78,976+8.8% | $100,383-14.4% | $74,546+15.3% |
| Participation rate | 99.1% | 79.5%+19.7pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 27.12% | 20.62%+6.5pp | 49.26%-22.1pp | 1366.03%-1338.9pp |
| Employer contribution / active EE | $5,128 | $3,019+69.9% | $3,944+30.0% | $2,624+95.4% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,330-100.0% | $7,900-100.0% | $1,944-100.0% |