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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,448 | $108,212+22.4% | $77,513+70.9% | $158,966-16.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.32% | 31.67%-16.4pp | 54.81%-39.5pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,644 | $1,325+24.1% | $987+66.6% | $4,762-65.5% |
| Participant deferral / active EE | $7,681 | $2,455+212.8% | $1,861+312.7% | $5,983+28.4% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |