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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,313 | $85,766+22.8% | $136,298-22.7% | $70,126+50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.85% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $3,663 | $2,966+23.5% | $4,696-22.0% | $2,343+56.4% |
| Participant deferral / active EE | $6,581 | $5,051+30.3% | $6,247+5.3% | $3,332+97.5% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |