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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,749 | $91,198+48.9% | $178,503-24.0% | $79,856+70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.27% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,835 | $3,257+48.5% | $5,011-3.5% | $2,471+95.6% |
| Participant deferral / active EE | $4,366 | $3,237+34.9% | $5,202-16.1% | $3,741+16.7% |
| Admin fee / account holder | $269 | $6,748-96.0% | $13,987-98.1% | $5,306-94.9% |