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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,084 | $275,752-48.1% | $256,809-44.3% | $198,609-28.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 35.77% | 34.81%+1.0pp | 32.73%+3.0pp | 202.70%-166.9pp |
| Employer contribution / active EE | $46,500 | $7,721+502.3% | $7,263+540.2% | $5,055+819.8% |
| Participant deferral / active EE | $31,000 | $10,037+208.9% | $9,520+225.6% | $6,977+344.3% |
| Admin fee / account holder | $15 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |