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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,658 | $87,166+80.9% | $76,735+105.5% | $137,256+14.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.90% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $10,453 | $2,904+259.9% | $2,454+325.9% | $4,156+151.5% |
| Participant deferral / active EE | $23,750 | $4,726+402.5% | $4,088+481.0% | $6,407+270.7% |
| Admin fee / account holder | $84 | $8,403-99.0% | $7,189-98.8% | $12,270-99.3% |