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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,721 | $53,128+40.6% | $86,582-13.7% | $70,126+6.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.48% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $4,960 | $2,068+139.9% | $2,839+74.7% | $2,343+111.8% |
| Participant deferral / active EE | $1,645 | $2,695-39.0% | $3,609-54.4% | $3,332-50.6% |
| Admin fee / account holder | $281 | $3,584-92.1% | $4,904-94.3% | $4,645-93.9% |