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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,121 | $152,460+5.7% | $118,746+35.7% | $147,586+9.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 10.66% | 17.41%-6.8pp | 24.54%-13.9pp | 578.59%-567.9pp |
| Employer contribution / active EE | $15,565 | $5,046+208.5% | $4,193+271.2% | $4,876+219.2% |
| Participant deferral / active EE | $11,264 | $6,212+81.3% | $5,332+111.2% | $5,439+107.1% |
| Admin fee / account holder | $58 | $16,953-99.7% | $10,720-99.5% | $10,886-99.5% |