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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,662 | $61,125+99.0% | $94,057+29.3% | $87,485+39.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.83% | 35.20%-21.4pp | 480.62%-466.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $7,245 | $2,136+239.1% | $2,933+147.0% | $2,596+179.0% |
| Participant deferral / active EE | $9,137 | $3,260+180.3% | $4,709+94.0% | $4,274+113.8% |
| Admin fee / account holder | $61 | $5,629-98.9% | $7,244-99.2% | $7,775-99.2% |