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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,968 | $107,421-8.8% | $182,262-46.2% | $94,015+4.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 23.89% | 21.32%+2.6pp | 140.60%-116.7pp | 17.84%+6.0pp |
| Employer contribution / active EE | $12,022 | $3,448+248.7% | $5,046+138.3% | $2,790+330.9% |
| Participant deferral / active EE | $10,739 | $6,558+63.8% | $8,276+29.8% | $4,249+152.7% |
| Admin fee / account holder | $109 | $8,692-98.7% | $16,712-99.3% | $8,951-98.8% |