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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,582 | $48,327+112.3% | $67,575+51.8% | $80,935+26.7% |
| Participation rate | 89.3% | 66.4%+22.9pp | 72.9%+16.4pp | 67.7%+21.7pp |
| Annual return | 15.97% | 18.31%-2.3pp | 3528.98%-3513.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $6,259 | $2,022+209.5% | $2,736+128.8% | $2,757+127.1% |
| Participant deferral / active EE | $3,414 | $2,927+16.6% | $4,003-14.7% | $4,299-20.6% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |