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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,933 | $79,089+8.7% | $100,392-14.4% | $74,459+15.4% |
| Participation rate | 99.1% | 79.4%+19.7pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 27.12% | 20.61%+6.5pp | 49.45%-22.3pp | 1369.70%-1342.6pp |
| Employer contribution / active EE | $5,128 | $3,015+70.1% | $3,941+30.1% | $2,626+95.3% |
| Participant deferral / active EE | $0 | $7,747-100.0% | $8,090-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,336-100.0% | $7,904-100.0% | $1,945-100.0% |