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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,079 | $51,638+120.9% | $129,406-11.8% | $80,959+40.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 34.91% | 20.78%+14.1pp | 9468.18%-9433.3pp | 35.67%-0.8pp |
| Employer contribution / active EE | $5,015 | $1,584+216.7% | $4,155+20.7% | $2,757+81.9% |
| Participant deferral / active EE | $13,733 | $2,670+414.4% | $4,167+229.6% | $4,300+219.4% |
| Admin fee / account holder | $61 | $4,313-98.6% | $7,689-99.2% | $6,925-99.1% |