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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,333 | $107,421+36.2% | $182,262-19.7% | $94,015+55.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 27.07% | 21.32%+5.7pp | 140.60%-113.5pp | 17.84%+9.2pp |
| Employer contribution / active EE | $5,509 | $3,448+59.8% | $5,046+9.2% | $2,790+97.5% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $135 | $8,692-98.4% | $16,712-99.2% | $8,951-98.5% |