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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,787 | $81,262+65.9% | $155,602-13.4% | $80,911+66.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.21% | 33.34%-19.1pp | 64.81%-50.6pp | 35.63%-21.4pp |
| Employer contribution / active EE | $3,892 | $3,102+25.5% | $4,675-16.7% | $2,756+41.2% |
| Participant deferral / active EE | $5,929 | $3,451+71.8% | $5,629+5.3% | $4,297+38.0% |
| Admin fee / account holder | $141 | $7,992-98.2% | $15,923-99.1% | $6,935-98.0% |