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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,708 | $46,877+193.8% | $122,354+12.5% | $70,126+96.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.79% | 24.22%-9.4pp | 30.28%-15.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,773 | $1,288+115.2% | $4,051-31.6% | $2,343+18.4% |
| Participant deferral / active EE | $6,192 | $2,167+185.7% | $3,287+88.4% | $3,332+85.8% |
| Admin fee / account holder | $20 | $3,324-99.4% | $5,479-99.6% | $4,645-99.6% |