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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,246 | $105,864-10.0% | $90,162+5.6% | $147,585-35.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.29% | 37.63%-21.3pp | 34.88%-18.6pp | 578.56%-562.3pp |
| Employer contribution / active EE | $13,187 | $4,126+219.6% | $3,318+297.5% | $4,876+170.4% |
| Participant deferral / active EE | $9,239 | $5,733+61.2% | $5,287+74.7% | $5,439+69.9% |
| Admin fee / account holder | $198 | $8,046-97.5% | $5,943-96.7% | $10,885-98.2% |