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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,488 | $101,063+24.2% | $81,473+54.0% | $147,586-15.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.02% | 32.41%-14.4pp | 38.78%-20.8pp | 578.59%-560.6pp |
| Employer contribution / active EE | $7,008 | $3,206+118.6% | $2,568+172.9% | $4,876+43.7% |
| Participant deferral / active EE | $7,351 | $4,242+73.3% | $3,537+107.8% | $5,439+35.2% |
| Admin fee / account holder | $32 | $5,812-99.5% | $4,561-99.3% | $10,886-99.7% |