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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,522 | $57,140+53.2% | $85,240+2.7% | $80,959+8.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.98% | 21.71%-6.7pp | 66.75%-51.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $9,383 | $1,802+420.7% | $2,735+243.0% | $2,757+240.3% |
| Participant deferral / active EE | $7,236 | $3,115+132.3% | $4,527+59.8% | $4,300+68.3% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |