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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,543 | $101,063+12.3% | $81,473+39.4% | $147,586-23.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.10% | 32.41%-13.3pp | 38.78%-19.7pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,465 | $3,206+101.7% | $2,568+151.7% | $4,876+32.6% |
| Participant deferral / active EE | $8,692 | $4,242+104.9% | $3,537+145.8% | $5,439+59.8% |
| Admin fee / account holder | $2 | $5,812-100.0% | $4,561-99.9% | $10,886-100.0% |