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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,909 | $106,280+26.9% | $96,538+39.7% | $139,487-3.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.34% | 38.48%-20.1pp | 35.74%-17.4pp | 373.84%-355.5pp |
| Employer contribution / active EE | $15,786 | $4,107+284.4% | $3,740+322.1% | $4,755+232.0% |
| Participant deferral / active EE | $14,608 | $5,457+167.7% | $4,880+199.3% | $6,713+117.6% |
| Admin fee / account holder | $268 | $7,888-96.6% | $6,737-96.0% | $11,407-97.6% |