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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,115 | $48,314+65.8% | $67,561+18.6% | $80,925-1.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.06% | 18.28%+1.8pp | 3525.44%-3505.4pp | 35.65%-15.6pp |
| Employer contribution / active EE | $3,018 | $2,022+49.3% | $2,735+10.4% | $2,756+9.5% |
| Participant deferral / active EE | $9,191 | $2,927+214.1% | $4,003+129.6% | $4,299+113.8% |
| Admin fee / account holder | $130 | $3,690-96.5% | $4,006-96.8% | $6,940-98.1% |