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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,296 | $77,814+76.4% | $158,223-13.2% | $86,983+57.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 19.84% | 30.54%-10.7pp | 52.09%-32.2pp | 25.83%-6.0pp |
| Employer contribution / active EE | $3,227 | $2,592+24.5% | $4,109-21.5% | $2,584+24.9% |
| Participant deferral / active EE | $8,667 | $3,270+165.1% | $5,467+58.5% | $4,194+106.7% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |