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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,654 | $96,524+48.8% | $75,900+89.3% | $152,909-6.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 28.20% | 33.93%-5.7pp | 30.73%-2.5pp | 345.46%-317.3pp |
| Employer contribution / active EE | $9,338 | $3,311+182.1% | $2,501+273.4% | $4,764+96.0% |
| Participant deferral / active EE | $8,918 | $4,554+95.8% | $3,604+147.5% | $5,851+52.4% |
| Admin fee / account holder | $162 | $8,082-98.0% | $5,421-97.0% | $11,601-98.6% |