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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,986 | $100,262+21.7% | $81,370+49.9% | $145,897-16.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.65% | 34.52%-25.9pp | 24.85%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,935 | $2,979-35.1% | $2,464-21.5% | $4,663-58.5% |
| Participant deferral / active EE | $15,333 | $4,612+232.5% | $3,885+294.7% | $6,689+129.2% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |