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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,878 | $47,848+158.9% | $81,473+52.0% | $70,126+76.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 15.29% | 27.25%-12.0pp | 38.78%-23.5pp | 73.15%-57.9pp |
| Employer contribution / active EE | $4,146 | $1,527+171.5% | $2,568+61.5% | $2,343+77.0% |
| Participant deferral / active EE | $5,865 | $2,453+139.1% | $3,537+65.8% | $3,332+76.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |