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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,962 | $110,379+35.0% | $102,412+45.5% | $145,884+2.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.57% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $6,124 | $4,216+45.3% | $3,870+58.2% | $4,662+31.4% |
| Participant deferral / active EE | $16,147 | $5,622+187.2% | $5,060+219.1% | $6,690+141.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |