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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $48,277+102.5% | $67,511+44.8% | $80,874+20.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.37% | 18.27%-6.9pp | 3517.41%-3506.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $7,159 | $2,021+254.2% | $2,733+162.0% | $2,756+159.8% |
| Participant deferral / active EE | $4,580 | $2,926+56.5% | $4,000+14.5% | $4,297+6.6% |
| Admin fee / account holder | $165 | $3,687-95.5% | $3,999-95.9% | $6,935-97.6% |