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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,999 | $58,895+100.4% | $178,503-33.9% | $73,497+60.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.59% | 24.86%-13.3pp | 151.12%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $5,604 | $2,236+150.6% | $5,011+11.8% | $2,270+146.9% |
| Participant deferral / active EE | $2,715 | $2,567+5.8% | $5,202-47.8% | $3,740-27.4% |
| Admin fee / account holder | $43 | $400-89.3% | $13,987-99.7% | $513-91.6% |