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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,715 | $90,486+57.7% | $78,676+81.4% | $273,972-47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.96% | 75.62%-68.7pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,884 | $3,175+53.8% | $2,850+71.4% | $4,869+0.3% |
| Participant deferral / active EE | $6,133 | $3,901+57.2% | $3,517+74.4% | $5,287+16.0% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,133-99.5% |