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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,083 | $58,275+88.9% | $81,844+34.5% | $80,935+36.0% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 17.89% | 41.82%-23.9pp | 778.87%-761.0pp | 35.66%-17.8pp |
| Employer contribution / active EE | $9,814 | $2,346+318.4% | $2,916+236.5% | $2,757+256.0% |
| Participant deferral / active EE | $17,139 | $3,285+421.7% | $4,323+296.4% | $4,299+298.6% |
| Admin fee / account holder | $38 | $4,749-99.2% | $7,355-99.5% | $6,924-99.5% |