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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,881 | $61,356+110.1% | $149,696-13.9% | $71,511+80.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.96% | 35.86%-21.9pp | 134.46%-120.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $5,828 | $2,382+144.7% | $4,821+20.9% | $2,589+125.1% |
| Participant deferral / active EE | $3,973 | $2,920+36.1% | $5,682-30.1% | $4,291-7.4% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |