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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,796 | $176,402-8.3% | $134,162+20.6% | $158,966+1.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.13% | 63.66%-48.5pp | 36.35%-21.2pp | 302.95%-287.8pp |
| Employer contribution / active EE | $10,308 | $5,042+104.4% | $3,705+178.2% | $4,762+116.4% |
| Participant deferral / active EE | $13,946 | $4,093+240.7% | $3,500+298.5% | $5,983+133.1% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |