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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,122 | $176,794-36.6% | $146,647-23.5% | $167,553-33.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.08% | 24.04%-2.0pp | 22.75%-0.7pp | 478.89%-456.8pp |
| Employer contribution / active EE | $7,129 | $5,161+38.1% | $4,137+72.3% | $4,840+47.3% |
| Participant deferral / active EE | $15,556 | $6,440+141.5% | $5,506+182.5% | $6,343+145.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |