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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,690 | $51,604+143.6% | $129,295-2.8% | $80,874+55.4% |
| Participation rate | 98.9% | 57.0%+42.0pp | 69.6%+29.3pp | 67.6%+31.3pp |
| Annual return | 11.69% | 20.76%-9.1pp | 9429.28%-9417.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $5,472 | $1,585+245.4% | $4,157+31.6% | $2,756+98.6% |
| Participant deferral / active EE | $3,706 | $2,670+38.8% | $4,169-11.1% | $4,297-13.7% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |