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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,437 | $91,559+29.4% | $133,978-11.6% | $79,856+48.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.32% | 61.85%-41.5pp | 45.10%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $7,476 | $2,384+213.6% | $3,919+90.8% | $2,471+202.5% |
| Participant deferral / active EE | $6,120 | $3,734+63.9% | $5,047+21.3% | $3,741+63.6% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |