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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,355 | $106,280+21.7% | $96,538+34.0% | $139,487-7.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 38.48%-23.2pp | 35.74%-20.4pp | 373.84%-358.5pp |
| Employer contribution / active EE | $5,930 | $4,107+44.4% | $3,740+58.6% | $4,755+24.7% |
| Participant deferral / active EE | $7,648 | $5,457+40.2% | $4,880+56.7% | $6,713+13.9% |
| Admin fee / account holder | $203 | $7,888-97.4% | $6,737-97.0% | $11,407-98.2% |