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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,274 | $75,935+90.0% | $60,547+138.3% | $125,389+15.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 3.93% | -5.38%+9.3pp | 335.64%-331.7pp | 282.24%-278.3pp |
| Employer contribution / active EE | $11,887 | $3,438+245.8% | $2,419+391.4% | $4,866+144.3% |
| Participant deferral / active EE | $7,200 | $4,506+59.8% | $3,328+116.4% | $5,352+34.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |