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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,733 | $48,337+127.0% | $67,560+62.4% | $80,959+35.5% |
| Participation rate | 82.1% | 66.4%+15.7pp | 72.9%+9.2pp | 67.7%+14.4pp |
| Annual return | 13.03% | 18.26%-5.2pp | 3533.50%-3520.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $6,800 | $2,023+236.2% | $2,737+148.5% | $2,757+146.6% |
| Participant deferral / active EE | $8,387 | $2,928+186.4% | $4,004+109.5% | $4,300+95.0% |
| Admin fee / account holder | $26 | $3,695-99.3% | $3,994-99.3% | $6,925-99.6% |