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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,947 | $87,132+36.5% | $105,624+12.6% | $80,959+46.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.61% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $8,656 | $2,397+261.1% | $3,168+173.3% | $2,757+213.9% |
| Participant deferral / active EE | $6,969 | $3,985+74.9% | $5,013+39.0% | $4,300+62.1% |
| Admin fee / account holder | $110 | $8,449-98.7% | $10,961-99.0% | $6,925-98.4% |