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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,491 | $93,346+32.3% | $71,796+72.0% | $273,972-54.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.55% | 130.39%-122.8pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,965 | $2,733+118.2% | $1,924+209.9% | $4,869+22.5% |
| Participant deferral / active EE | $5,755 | $3,475+65.6% | $2,794+105.9% | $5,287+8.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |