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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,929 | $76,551+111.5% | $123,894+30.7% | $62,881+157.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.72% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $9,510 | $2,882+230.0% | $4,617+106.0% | $2,281+317.0% |
| Participant deferral / active EE | $5,780 | $4,840+19.4% | $5,984-3.4% | $3,203+80.4% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |