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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,083 | $58,241+89.0% | $81,780+34.6% | $80,911+36.1% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 17.89% | 41.73%-23.8pp | 776.27%-758.4pp | 35.63%-17.7pp |
| Employer contribution / active EE | $9,814 | $2,343+318.8% | $2,914+236.8% | $2,756+256.1% |
| Participant deferral / active EE | $17,139 | $3,283+422.1% | $4,321+296.7% | $4,297+298.8% |
| Admin fee / account holder | $38 | $4,973-99.2% | $7,384-99.5% | $6,935-99.5% |