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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,022 | $90,486+43.7% | $78,676+65.3% | $273,972-52.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.56% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $14,280 | $3,175+349.8% | $2,850+401.1% | $4,869+193.3% |
| Participant deferral / active EE | $12,470 | $3,901+219.6% | $3,517+254.6% | $5,287+135.9% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |