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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,746 | $81,233+41.3% | $155,567-26.2% | $80,874+41.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.95% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $8,084 | $3,101+160.7% | $4,674+72.9% | $2,756+193.3% |
| Participant deferral / active EE | $6,468 | $3,452+87.4% | $5,628+14.9% | $4,297+50.5% |
| Admin fee / account holder | $11 | $7,998-99.9% | $15,916-99.9% | $6,935-99.8% |