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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,296 | $75,541+81.8% | $152,093-9.7% | $82,637+66.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.84% | 32.56%-12.7pp | 66.36%-46.5pp | 53.51%-33.7pp |
| Employer contribution / active EE | $3,227 | $2,622+23.1% | $4,175-22.7% | $2,552+26.4% |
| Participant deferral / active EE | $8,667 | $3,206+170.4% | $5,451+59.0% | $4,126+110.1% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |