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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,415 | $55,457+93.7% | $77,361+38.8% | $94,015+14.3% |
| Participation rate | 89.0% | 69.8%+19.2pp | 75.0%+14.1pp | 70.8%+18.2pp |
| Annual return | 11.21% | 15.57%-4.4pp | 1011.54%-1000.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $6,944 | $2,255+208.0% | $2,990+132.3% | $2,790+148.9% |
| Participant deferral / active EE | $3,809 | $3,069+24.1% | $3,911-2.6% | $4,249-10.4% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |