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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,214 | $100,279+19.9% | $81,353+47.8% | $145,884-17.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.27% | 34.49%-26.2pp | 24.82%-16.5pp | 551.85%-543.6pp |
| Employer contribution / active EE | $10,003 | $2,979+235.8% | $2,464+306.0% | $4,662+114.5% |
| Participant deferral / active EE | $3,813 | $4,611-17.3% | $3,885-1.9% | $6,690-43.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |