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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,947 | $87,059+36.6% | $105,608+12.6% | $80,925+47.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.61% | 17.05%-4.4pp | 116.50%-103.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $8,656 | $2,396+261.2% | $3,167+173.3% | $2,756+214.0% |
| Participant deferral / active EE | $6,969 | $3,986+74.8% | $5,010+39.1% | $4,299+62.1% |
| Admin fee / account holder | $110 | $8,443-98.7% | $11,028-99.0% | $6,940-98.4% |