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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,206 | $90,509+83.6% | $78,693+111.2% | $273,968-39.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.52% | 75.61%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $7,271 | $3,175+129.0% | $2,850+155.1% | $4,869+49.3% |
| Participant deferral / active EE | $11,088 | $3,901+184.2% | $3,517+215.3% | $5,287+109.7% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |