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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,136 | $48,314+55.5% | $67,561+11.2% | $80,925-7.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 19.29% | 18.28%+1.0pp | 3525.44%-3506.1pp | 35.65%-16.4pp |
| Employer contribution / active EE | $6,142 | $2,022+203.8% | $2,735+124.6% | $2,756+122.8% |
| Participant deferral / active EE | $5,832 | $2,927+99.3% | $4,003+45.7% | $4,299+35.7% |
| Admin fee / account holder | $295 | $3,690-92.0% | $4,006-92.6% | $6,940-95.7% |