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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,499 | $91,474+24.1% | $135,982-16.5% | $71,529+58.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 49.63% | 29.89%+19.7pp | 68.32%-18.7pp | 28.97%+20.7pp |
| Employer contribution / active EE | $3,264 | $3,705-11.9% | $4,859-32.8% | $2,590+26.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $11 | $1,267-99.1% | $10,767-99.9% | $1,588-99.3% |