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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,781 | $228,395-34.0% | $185,861-18.9% | $158,982-5.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.75% | 40.82%-22.1pp | 35.96%-17.2pp | 302.99%-284.2pp |
| Employer contribution / active EE | $3,695 | $4,968-25.6% | $4,088-9.6% | $4,763-22.4% |
| Participant deferral / active EE | $9,820 | $6,417+53.0% | $5,634+74.3% | $5,983+64.1% |
| Admin fee / account holder | $23 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |