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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,165 | $201,344-28.4% | $184,243-21.8% | $145,877-1.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $27,437 | $7,022+290.7% | $6,427+326.9% | $4,663+488.4% |
| Participant deferral / active EE | $20,679 | $9,807+110.9% | $9,132+126.4% | $6,691+209.1% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |