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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,705 | $93,346+30.4% | $71,796+69.5% | $273,972-55.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 24.10% | 130.39%-106.3pp | 78.04%-53.9pp | 41.46%-17.4pp |
| Employer contribution / active EE | $1,397 | $2,733-48.9% | $1,924-27.4% | $4,869-71.3% |
| Participant deferral / active EE | $1,791 | $3,475-48.5% | $2,794-35.9% | $5,287-66.1% |
| Admin fee / account holder | $63 | $6,571-99.0% | $4,815-98.7% | $10,133-99.4% |