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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,788 | $154,193+2.3% | $130,045+21.3% | $139,466+13.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 35.33% | 32.51%+2.8pp | -137.30%+172.6pp | 373.66%-338.3pp |
| Employer contribution / active EE | $6,178 | $5,292+16.7% | $4,321+43.0% | $4,754+30.0% |
| Participant deferral / active EE | $10,000 | $6,709+49.1% | $5,820+71.8% | $6,712+49.0% |
| Admin fee / account holder | $43 | $13,989-99.7% | $10,600-99.6% | $11,409-99.6% |