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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,762 | $96,524+56.2% | $75,900+98.6% | $152,909-1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 32.34% | 33.93%-1.6pp | 30.73%+1.6pp | 345.46%-313.1pp |
| Employer contribution / active EE | $8,804 | $3,311+165.9% | $2,501+252.0% | $4,764+84.8% |
| Participant deferral / active EE | $3,150 | $4,554-30.8% | $3,604-12.6% | $5,851-46.2% |
| Admin fee / account holder | $104 | $8,082-98.7% | $5,421-98.1% | $11,601-99.1% |