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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $48,327+102.3% | $67,575+44.7% | $80,935+20.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.37% | 18.31%-6.9pp | 3528.98%-3517.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $7,159 | $2,022+254.0% | $2,736+161.7% | $2,757+159.7% |
| Participant deferral / active EE | $4,580 | $2,927+56.5% | $4,003+14.4% | $4,299+6.5% |
| Admin fee / account holder | $165 | $3,692-95.5% | $3,993-95.9% | $6,924-97.6% |