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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,006 | $105,856+45.5% | $90,161+70.8% | $147,585+4.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.23% | 37.63%-16.4pp | 34.89%-13.7pp | 578.58%-557.4pp |
| Employer contribution / active EE | $13,546 | $4,126+228.3% | $3,318+308.3% | $4,876+177.8% |
| Participant deferral / active EE | $8,352 | $5,733+45.7% | $5,287+58.0% | $5,439+53.6% |
| Admin fee / account holder | $17 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |