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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,116 | $89,259-22.6% | $107,187-35.5% | $82,637-16.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 36.71% | 21.02%+15.7pp | 204.55%-167.8pp | 53.51%-16.8pp |
| Employer contribution / active EE | $7,807 | $3,080+153.5% | $3,782+106.4% | $2,552+205.9% |
| Participant deferral / active EE | $13,929 | $4,037+245.0% | $5,096+173.3% | $4,126+237.6% |
| Admin fee / account holder | $101 | $7,381-98.6% | $9,162-98.9% | $7,339-98.6% |