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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,252 | $77,920+33.8% | $149,723-30.4% | $75,177+38.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.68% | 31.72%-12.0pp | 134.50%-114.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $6,732 | $3,138+114.5% | $4,821+39.6% | $2,671+152.0% |
| Participant deferral / active EE | $5,916 | $3,411+73.4% | $5,682+4.1% | $4,126+43.4% |
| Admin fee / account holder | $28 | $5,951-99.5% | $13,215-99.8% | $5,651-99.5% |