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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,340 | $58,828+157.3% | $78,002+94.0% | $62,881+140.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.87% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,633 | $1,672+57.5% | $2,470+6.6% | $2,281+15.4% |
| Participant deferral / active EE | $7,189 | $2,686+167.7% | $3,497+105.6% | $3,203+124.4% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |