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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,731 | $117,846+63.5% | $102,434+88.2% | $145,884+32.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.69% | 31.90%-16.2pp | 29.46%-13.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $12,982 | $3,615+259.1% | $3,023+329.4% | $4,662+178.4% |
| Participant deferral / active EE | $7,128 | $5,733+24.3% | $5,055+41.0% | $6,690+6.5% |
| Admin fee / account holder | $135 | $13,356-99.0% | $9,462-98.6% | $13,392-99.0% |