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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,955 | $93,346+75.6% | $71,796+128.4% | $273,972-40.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.86% | 130.39%-121.5pp | 78.04%-69.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,389 | $2,733-12.6% | $1,924+24.2% | $4,869-50.9% |
| Participant deferral / active EE | $7,054 | $3,475+103.0% | $2,794+152.4% | $5,287+33.4% |
| Admin fee / account holder | $7 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |