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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,963 | $167,533-27.2% | $151,645-19.6% | $134,545-9.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 47.90% | 7.81%+40.1pp | 3.34%+44.6pp | 418.37%-370.5pp |
| Employer contribution / active EE | $3,362 | $6,828-50.8% | $6,165-45.5% | $4,742-29.1% |
| Participant deferral / active EE | $13,443 | $8,985+49.6% | $8,363+60.7% | $6,401+110.0% |
| Admin fee / account holder | $279 | $13,781-98.0% | $11,614-97.6% | $11,431-97.6% |