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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,006 | $56,060+151.5% | $76,002+85.5% | $80,874+74.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 18.70% | 20.54%-1.8pp | 360.07%-341.4pp | 35.62%-16.9pp |
| Employer contribution / active EE | $2,704 | $1,873+44.3% | $2,688+0.6% | $2,756-1.9% |
| Participant deferral / active EE | $4,347 | $3,051+42.4% | $4,257+2.1% | $4,297+1.2% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |