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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,304 | $77,638+137.4% | $156,551+17.7% | $62,881+193.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.94% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,068 | $3,444+47.2% | $5,501-7.9% | $2,281+122.2% |
| Participant deferral / active EE | $5,378 | $3,046+76.6% | $4,871+10.4% | $3,203+67.9% |
| Admin fee / account holder | $170 | $5,561-96.9% | $13,028-98.7% | $4,296-96.0% |