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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,621 | $49,976+107.3% | $66,674+55.4% | $82,637+25.4% |
| Participation rate | 83.3% | 63.1%+20.2pp | 73.7%+9.7pp | 68.1%+15.3pp |
| Annual return | 19.46% | 39.09%-19.6pp | 321.24%-301.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $7,438 | $1,988+274.1% | $2,620+183.9% | $2,552+191.4% |
| Participant deferral / active EE | $7,507 | $2,847+163.7% | $4,084+83.8% | $4,126+81.9% |
| Admin fee / account holder | $139 | $4,594-97.0% | $5,098-97.3% | $7,339-98.1% |