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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,516 | $77,816-12.0% | $123,549-44.5% | $64,181+6.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.70% | 12.49%-1.8pp | 119.20%-108.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $10,240 | $3,014+239.8% | $4,628+121.3% | $2,381+330.1% |
| Participant deferral / active EE | $11,629 | $5,240+121.9% | $6,426+81.0% | $3,470+235.2% |
| Admin fee / account holder | $245 | $5,519-95.6% | $9,284-97.4% | $4,887-95.0% |