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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,647 | $69,274+32.3% | $64,097+43.0% | $139,487-34.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.59% | 46.00%-25.4pp | 33.75%-13.2pp | 373.84%-353.2pp |
| Employer contribution / active EE | $3,750 | $3,187+17.7% | $2,750+36.4% | $4,755-21.1% |
| Participant deferral / active EE | $13,852 | $4,685+195.7% | $3,881+256.9% | $6,713+106.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |