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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,168 | $81,233+36.9% | $155,567-28.5% | $80,874+37.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.97% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $5,478 | $3,101+76.6% | $4,674+17.2% | $2,756+98.8% |
| Participant deferral / active EE | $5,707 | $3,452+65.3% | $5,628+1.4% | $4,297+32.8% |
| Admin fee / account holder | $69 | $7,998-99.1% | $15,916-99.6% | $6,935-99.0% |