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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,492 | $77,638+57.8% | $156,551-21.8% | $62,881+94.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.41% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,570 | $3,444+90.8% | $5,501+19.4% | $2,281+188.0% |
| Participant deferral / active EE | $3,389 | $3,046+11.3% | $4,871-30.4% | $3,203+5.8% |
| Admin fee / account holder | $211 | $5,561-96.2% | $13,028-98.4% | $4,296-95.1% |