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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,490 | $81,331+61.7% | $155,534-15.5% | $80,935+62.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.17% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $5,067 | $3,105+63.2% | $4,675+8.4% | $2,757+83.8% |
| Participant deferral / active EE | $5,810 | $3,454+68.2% | $5,630+3.2% | $4,299+35.1% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |