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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,754 | $127,387+17.6% | $115,038+30.2% | $125,389+19.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $7,523 | $5,166+45.6% | $4,608+63.3% | $4,866+54.6% |
| Participant deferral / active EE | $9,825 | $6,423+53.0% | $6,026+63.0% | $5,352+83.6% |
| Admin fee / account holder | $20 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |