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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,522 | $57,073+53.4% | $85,126+2.8% | $80,925+8.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.98% | 21.69%-6.7pp | 66.63%-51.7pp | 35.65%-20.7pp |
| Employer contribution / active EE | $9,383 | $1,801+421.1% | $2,731+243.5% | $2,756+240.4% |
| Participant deferral / active EE | $7,236 | $3,113+132.4% | $4,523+60.0% | $4,299+68.3% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |