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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,982 | $51,638+126.5% | $68,368+71.1% | $82,448+41.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.10% | 37.53%-23.4pp | 292.57%-278.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,349 | $2,047+14.8% | $2,649-11.3% | $2,551-7.9% |
| Participant deferral / active EE | $7,674 | $2,914+163.4% | $4,123+86.1% | $4,139+85.4% |
| Admin fee / account holder | $1 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |