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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,006 | $55,930+152.1% | $76,089+85.3% | $80,925+74.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 18.70% | 20.58%-1.9pp | 360.94%-342.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $2,704 | $1,866+44.9% | $2,690+0.5% | $2,756-1.9% |
| Participant deferral / active EE | $4,347 | $3,051+42.5% | $4,259+2.0% | $4,299+1.1% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,418-100.0% | $6,940-100.0% |