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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,333 | $106,524+37.4% | $152,301-3.9% | $87,485+67.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 27.07% | 26.89%+0.2pp | 80.50%-53.4pp | 26.06%+1.0pp |
| Employer contribution / active EE | $5,509 | $3,371+63.4% | $4,624+19.1% | $2,596+112.2% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $135 | $8,287-98.4% | $14,398-99.1% | $7,775-98.3% |