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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,152 | $90,486+58.2% | $78,676+82.0% | $273,972-47.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.61% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,338 | $3,175+131.1% | $2,850+157.5% | $4,869+50.7% |
| Participant deferral / active EE | $3,259 | $3,901-16.5% | $3,517-7.3% | $5,287-38.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |