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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,464 | $201,372-33.7% | $184,260-27.6% | $145,884-8.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $17,131 | $7,024+143.9% | $6,427+166.5% | $4,662+267.4% |
| Participant deferral / active EE | $3,389 | $9,808-65.5% | $9,133-62.9% | $6,690-49.3% |
| Admin fee / account holder | $146 | $16,362-99.1% | $13,898-99.0% | $13,392-98.9% |