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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,091 | $112,729+7.4% | $98,716+22.7% | $137,256-11.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 38.33% | 38.48%-0.2pp | 31.81%+6.5pp | 220.34%-182.0pp |
| Employer contribution / active EE | $7,500 | $2,725+175.2% | $2,279+229.2% | $4,156+80.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |