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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,178 | $85,024+80.2% | $70,544+117.1% | $139,466+9.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.02% | 30.39%-14.4pp | 32.79%-16.8pp | 373.66%-357.6pp |
| Employer contribution / active EE | $13,449 | $3,912+243.8% | $2,976+352.0% | $4,754+182.9% |
| Participant deferral / active EE | $2,857 | $5,891-51.5% | $4,568-37.5% | $6,712-57.4% |
| Admin fee / account holder | $137 | $8,928-98.5% | $6,427-97.9% | $11,409-98.8% |