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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,722 | $232,540-49.4% | $185,117-36.4% | $147,585-20.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.04% | 43.03%-22.0pp | 40.50%-19.5pp | 578.58%-557.5pp |
| Employer contribution / active EE | $7,195 | $5,195+38.5% | $4,182+72.1% | $4,876+47.6% |
| Participant deferral / active EE | $5,500 | $5,834-5.7% | $5,045+9.0% | $5,439+1.1% |
| Admin fee / account holder | $31 | $10,275-99.7% | $8,159-99.6% | $10,886-99.7% |