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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,903 | $91,037+104.2% | $71,671+159.4% | $147,585+26.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.46% | 20.48%-2.0pp | 20.65%-2.2pp | 578.57%-560.1pp |
| Employer contribution / active EE | $7,756 | $3,327+133.1% | $2,460+215.3% | $4,876+59.0% |
| Participant deferral / active EE | $11,211 | $4,498+149.2% | $3,438+226.1% | $5,439+106.1% |
| Admin fee / account holder | $97 | $8,613-98.9% | $5,558-98.3% | $10,885-99.1% |