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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,901 | $110,303+4.2% | $95,759+20.0% | $139,487-17.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.77% | 27.19%+9.6pp | 28.42%+8.3pp | 373.84%-337.1pp |
| Employer contribution / active EE | $24,300 | $3,261+645.2% | $2,836+756.8% | $4,755+411.1% |
| Participant deferral / active EE | $9,000 | $4,674+92.5% | $4,244+112.1% | $6,713+34.1% |
| Admin fee / account holder | $50 | $6,615-99.2% | $5,678-99.1% | $11,407-99.6% |