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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,621 | $51,638+100.7% | $68,368+51.6% | $82,448+25.7% |
| Participation rate | 83.3% | 63.6%+19.7pp | 73.8%+9.6pp | 68.1%+15.3pp |
| Annual return | 19.46% | 37.53%-18.1pp | 292.57%-273.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $7,438 | $2,047+263.4% | $2,649+180.8% | $2,551+191.6% |
| Participant deferral / active EE | $7,507 | $2,914+157.7% | $4,123+82.1% | $4,139+81.4% |
| Admin fee / account holder | $139 | $4,643-97.0% | $5,150-97.3% | $7,234-98.1% |