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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,145 | $71,197+85.6% | $93,669+41.1% | $80,925+63.3% |
| Participation rate | 95.7% | 60.4%+35.3pp | 68.7%+26.9pp | 67.7%+28.0pp |
| Annual return | 10.24% | 11.27%-1.0pp | 133.59%-123.3pp | 35.65%-25.4pp |
| Employer contribution / active EE | $6,279 | $1,565+301.3% | $2,424+159.1% | $2,756+127.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10 | $6,959-99.9% | $8,291-99.9% | $6,940-99.9% |