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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,777 | $77,638+23.4% | $156,551-38.8% | $62,881+52.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.74% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,540 | $3,444+60.9% | $5,501+0.7% | $2,281+142.9% |
| Participant deferral / active EE | $4,541 | $3,046+49.1% | $4,871-6.8% | $3,203+41.8% |
| Admin fee / account holder | $79 | $5,561-98.6% | $13,028-99.4% | $4,296-98.1% |