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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,683 | $116,190+37.4% | $93,614+70.6% | $152,885+4.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.71% | 35.96%-14.3pp | 32.76%-11.1pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,370 | $3,219+4.7% | $2,718+24.0% | $4,763-29.2% |
| Participant deferral / active EE | $13,510 | $4,604+193.5% | $4,069+232.0% | $5,851+130.9% |
| Admin fee / account holder | $297 | $10,749-97.2% | $7,889-96.2% | $11,598-97.4% |