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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,648 | $106,280+37.0% | $96,538+50.9% | $139,487+4.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.70% | 38.48%-22.8pp | 35.74%-20.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $5,949 | $4,107+44.8% | $3,740+59.0% | $4,755+25.1% |
| Participant deferral / active EE | $12,759 | $5,457+133.8% | $4,880+161.4% | $6,713+90.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |