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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,165 | $201,259-28.4% | $184,200-21.7% | $145,959-1.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 28.98%-15.9pp | 28.80%-15.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $27,437 | $7,018+290.9% | $6,424+327.1% | $4,661+488.7% |
| Participant deferral / active EE | $20,679 | $9,806+110.9% | $9,132+126.4% | $6,689+209.2% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |