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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,598 | $77,638+1.2% | $156,551-49.8% | $62,881+25.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 18.17% | 50.33%-32.2pp | 32.23%-14.1pp | 20.14%-2.0pp |
| Employer contribution / active EE | $10,762 | $3,444+212.5% | $5,501+95.6% | $2,281+371.8% |
| Participant deferral / active EE | $6,632 | $3,046+117.8% | $4,871+36.1% | $3,203+107.1% |
| Admin fee / account holder | $91 | $5,561-98.4% | $13,028-99.3% | $4,296-97.9% |