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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,041 | $83,337+45.2% | $67,834+78.4% | $273,972-55.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.42% | 259.45%-251.0pp | 138.47%-130.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $12,054 | $3,287+266.7% | $2,403+401.5% | $4,869+147.6% |
| Participant deferral / active EE | $2,815 | $4,088-31.1% | $3,160-10.9% | $5,287-46.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |