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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,204 | $104,251+13.4% | $91,004+29.9% | $147,585-19.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.52% | 27.06%-15.5pp | 4.60%+6.9pp | 578.58%-567.1pp |
| Employer contribution / active EE | $6,288 | $3,116+101.8% | $2,456+156.1% | $4,876+29.0% |
| Participant deferral / active EE | $5,669 | $4,195+35.1% | $3,548+59.8% | $5,439+4.2% |
| Admin fee / account holder | $10 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |