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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,151 | $50,554+58.5% | $67,681+18.4% | $87,485-8.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 17.58% | 17.81%-0.2pp | 590.58%-573.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $4,328 | $1,988+117.7% | $2,678+61.6% | $2,596+66.7% |
| Participant deferral / active EE | $3,830 | $2,961+29.3% | $3,976-3.7% | $4,274-10.4% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |