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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,039 | $90,486+45.9% | $78,676+67.8% | $273,972-51.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.34% | 75.62%-66.3pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $5,418 | $3,175+70.7% | $2,850+90.1% | $4,869+11.3% |
| Participant deferral / active EE | $7,782 | $3,901+99.5% | $3,517+121.3% | $5,287+47.2% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,133-98.2% |