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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,923 | $124,346+21.4% | $111,306+35.6% | $167,553-9.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.56% | 37.46%-26.9pp | 54.67%-44.1pp | 478.89%-468.3pp |
| Employer contribution / active EE | $17,401 | $3,438+406.2% | $2,732+536.9% | $4,840+259.6% |
| Participant deferral / active EE | $15,400 | $5,182+197.2% | $4,488+243.2% | $6,343+142.8% |
| Admin fee / account holder | $20 | $10,623-99.8% | $7,966-99.7% | $12,316-99.8% |