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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,060 | $106,247+64.8% | $96,515+81.4% | $139,466+25.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.00% | 38.47%-23.5pp | 35.73%-20.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $16,353 | $4,106+298.3% | $3,740+337.3% | $4,754+244.0% |
| Participant deferral / active EE | $7,680 | $5,456+40.8% | $4,880+57.4% | $6,712+14.4% |
| Admin fee / account holder | $162 | $7,885-97.9% | $6,735-97.6% | $11,409-98.6% |