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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,296 | $90,486+65.0% | $78,676+89.8% | $273,972-45.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.14% | 75.62%-64.5pp | 62.19%-51.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,729 | $3,175-45.6% | $2,850-39.3% | $4,869-64.5% |
| Participant deferral / active EE | $4,950 | $3,901+26.9% | $3,517+40.8% | $5,287-6.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |