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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,084 | $209,336-31.6% | $197,124-27.4% | $137,256+4.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 35.77% | 48.09%-12.3pp | 44.34%-8.6pp | 220.34%-184.6pp |
| Employer contribution / active EE | $46,500 | $6,591+605.5% | $6,227+646.7% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $15 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |