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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,781 | $93,346+32.6% | $71,796+72.4% | $273,972-54.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.16% | 130.39%-121.2pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $4,034 | $2,733+47.6% | $1,924+109.6% | $4,869-17.1% |
| Participant deferral / active EE | $9,887 | $3,475+184.5% | $2,794+253.8% | $5,287+87.0% |
| Admin fee / account holder | $172 | $6,571-97.4% | $4,815-96.4% | $10,133-98.3% |