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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,212 | $105,856+31.5% | $90,161+54.4% | $147,586-5.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.45% | 37.63%-16.2pp | 34.89%-13.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,520 | $4,126-38.9% | $3,318-24.1% | $4,876-48.3% |
| Participant deferral / active EE | $17,597 | $5,733+207.0% | $5,287+232.8% | $5,439+223.5% |
| Admin fee / account holder | $193 | $8,046-97.6% | $5,943-96.7% | $10,886-98.2% |