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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,553 | $124,346+17.1% | $111,308+30.8% | $167,536-13.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.16% | 37.45%-21.3pp | 54.67%-38.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $3,040 | $3,437-11.6% | $2,732+11.3% | $4,839-37.2% |
| Participant deferral / active EE | $6,701 | $5,182+29.3% | $4,487+49.3% | $6,342+5.7% |
| Admin fee / account holder | $211 | $10,621-98.0% | $7,965-97.4% | $12,315-98.3% |