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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,801 | $104,694+31.6% | $85,709+60.8% | $167,536-17.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.46% | 21.45%-10.0pp | 21.49%-10.0pp | 478.82%-467.4pp |
| Employer contribution / active EE | $7,488 | $3,337+124.4% | $2,619+186.0% | $4,839+54.7% |
| Participant deferral / active EE | $6,061 | $4,826+25.6% | $3,924+54.5% | $6,342-4.4% |
| Admin fee / account holder | $17 | $10,035-99.8% | $6,876-99.8% | $12,315-99.9% |