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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,985 | $102,938+41.8% | $94,105+55.1% | $138,895+5.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 27.99% | 250.28%-222.3pp | 204.55%-176.6pp | 145.39%-117.4pp |
| Employer contribution / active EE | $1,638 | $2,732-40.0% | $2,504-34.6% | $4,194-60.9% |
| Participant deferral / active EE | $4,720 | $4,196+12.5% | $3,881+21.6% | $6,396-26.2% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |