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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,333 | $106,749+37.1% | $145,433+0.6% | $82,448+77.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 27.07% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $5,509 | $3,444+59.9% | $4,554+21.0% | $2,551+116.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $135 | $8,390-98.4% | $13,129-99.0% | $7,234-98.1% |