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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,443 | $96,524+7.2% | $75,900+36.3% | $152,909-32.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.36% | 33.93%-10.6pp | 30.73%-7.4pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,548 | $3,311+7.2% | $2,501+41.9% | $4,764-25.5% |
| Participant deferral / active EE | $4,351 | $4,554-4.5% | $3,604+20.8% | $5,851-25.6% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |