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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,225 | $48,314+202.7% | $67,561+116.4% | $80,925+80.7% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.7%+30.9pp |
| Annual return | 12.15% | 18.28%-6.1pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $6,329 | $2,022+213.0% | $2,735+131.4% | $2,756+129.6% |
| Participant deferral / active EE | $2,859 | $2,927-2.3% | $4,003-28.6% | $4,299-33.5% |
| Admin fee / account holder | $9 | $3,690-99.8% | $4,006-99.8% | $6,940-99.9% |