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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,329 | $95,406+27.2% | $185,849-34.7% | $85,847+41.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.71% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $3,944 | $3,314+19.0% | $5,169-23.7% | $2,565+53.7% |
| Participant deferral / active EE | $7,786 | $3,424+127.4% | $5,569+39.8% | $3,952+97.0% |
| Admin fee / account holder | $116 | $7,214-98.4% | $16,244-99.3% | $6,261-98.2% |