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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,455 | $201,372-41.2% | $184,260-35.7% | $145,884-18.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.42% | 29.04%-5.6pp | 28.84%-5.4pp | 551.85%-528.4pp |
| Employer contribution / active EE | $16,683 | $7,024+137.5% | $6,427+159.6% | $4,662+257.8% |
| Participant deferral / active EE | $21,410 | $9,808+118.3% | $9,133+134.4% | $6,690+220.0% |
| Admin fee / account holder | $270 | $16,362-98.3% | $13,898-98.1% | $13,392-98.0% |