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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,025 | $85,171+35.1% | $172,752-33.4% | $72,975+57.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.97% | 27.32%-7.4pp | 802.97%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $7,150 | $3,324+115.1% | $5,144+39.0% | $2,440+193.0% |
| Participant deferral / active EE | $5,444 | $3,260+67.0% | $5,198+4.7% | $3,608+50.9% |
| Admin fee / account holder | $104 | $5,880-98.2% | $13,955-99.3% | $5,124-98.0% |