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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,600 | $65,361+61.6% | $92,903+13.7% | $72,983+44.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.53% | 42.11%-18.6pp | 109.43%-85.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $5,625 | $2,594+116.8% | $3,653+54.0% | $2,440+130.6% |
| Participant deferral / active EE | $4,507 | $3,128+44.1% | $4,238+6.4% | $3,608+24.9% |
| Admin fee / account holder | $114 | $4,251-97.3% | $5,795-98.0% | $5,124-97.8% |