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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,415 | $51,184+109.9% | $66,439+61.7% | $86,983+23.5% |
| Participation rate | 89.0% | 68.5%+20.6pp | 74.5%+14.5pp | 69.5%+19.5pp |
| Annual return | 11.21% | 17.07%-5.9pp | 757.66%-746.5pp | 25.83%-14.6pp |
| Employer contribution / active EE | $6,944 | $2,023+243.3% | $2,637+163.4% | $2,584+168.7% |
| Participant deferral / active EE | $3,809 | $2,927+30.1% | $3,876-1.7% | $4,194-9.2% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |