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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,116 | $88,672-22.1% | $105,223-34.3% | $82,448-16.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 36.71% | 30.86%+5.9pp | 180.65%-143.9pp | 41.64%-4.9pp |
| Employer contribution / active EE | $7,807 | $3,048+156.2% | $3,689+111.7% | $2,551+206.1% |
| Participant deferral / active EE | $13,929 | $4,036+245.1% | $5,072+174.6% | $4,139+236.5% |
| Admin fee / account holder | $101 | $7,146-98.6% | $8,859-98.9% | $7,234-98.6% |