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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,679 | $100,279+5.4% | $81,353+29.9% | $145,884-27.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 34.49%-24.5pp | 24.82%-14.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $5,841 | $2,979+96.1% | $2,464+137.1% | $4,662+25.3% |
| Participant deferral / active EE | $8,059 | $4,611+74.8% | $3,885+107.5% | $6,690+20.5% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |