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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,476 | $93,346+22.6% | $71,796+59.4% | $273,972-58.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.19% | 130.39%-121.2pp | 78.04%-68.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,098 | $2,733+13.3% | $1,924+61.0% | $4,869-36.4% |
| Participant deferral / active EE | $5,991 | $3,475+72.4% | $2,794+114.4% | $5,287+13.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |