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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,649 | $99,652+11.0% | $78,778+40.5% | $147,585-25.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.80% | 47.28%-30.5pp | 35.62%-18.8pp | 578.58%-561.8pp |
| Employer contribution / active EE | $11,264 | $2,796+302.9% | $1,986+467.3% | $4,876+131.0% |
| Participant deferral / active EE | $2,159 | $3,664-41.1% | $2,958-27.0% | $5,439-60.3% |
| Admin fee / account holder | $248 | $7,155-96.5% | $5,134-95.2% | $10,886-97.7% |