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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,101 | $93,346+4.0% | $71,796+35.2% | $273,972-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.12% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $6,937 | $2,733+153.8% | $1,924+260.5% | $4,869+42.5% |
| Participant deferral / active EE | $7,329 | $3,475+110.9% | $2,794+162.3% | $5,287+38.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |