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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,727 | $115,917+36.1% | $100,535+56.9% | $158,982-0.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.75% | 34.80%-20.1pp | 30.90%-16.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $13,408 | $4,105+226.6% | $3,419+292.2% | $4,763+181.5% |
| Participant deferral / active EE | $6,133 | $6,677-8.1% | $6,271-2.2% | $5,983+2.5% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |