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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,032 | $104,336+35.2% | $159,495-11.6% | $86,828+62.4% |
| Participation rate | 81.9% | 77.7%+4.2pp | 82.8%-0.9pp | 72.3%+9.6pp |
| Annual return | 25.61% | 26.32%-0.7pp | 263.72%-238.1pp | 97.95%-72.3pp |
| Employer contribution / active EE | $4,716 | $3,451+36.6% | $4,831-2.4% | $2,406+96.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $8 | $172-95.1% | $10,804-99.9% | $170-95.0% |