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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,476 | $105,856+35.5% | $90,161+59.1% | $147,586-2.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.51% | 37.63%-20.1pp | 34.89%-17.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $15,110 | $4,126+266.2% | $3,318+355.4% | $4,876+209.8% |
| Participant deferral / active EE | $10,500 | $5,733+83.2% | $5,287+98.6% | $5,439+93.1% |
| Admin fee / account holder | $18 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |