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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,950 | $99,994+58.0% | $146,647+7.7% | $85,851+84.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.05% | 18.93%-4.9pp | 22.75%-8.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $3,567 | $2,559+39.4% | $4,137-13.8% | $2,565+39.1% |
| Participant deferral / active EE | $3,381 | $4,006-15.6% | $5,506-38.6% | $3,952-14.5% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |