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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,464 | $201,344-33.7% | $184,243-27.6% | $145,877-8.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 29.01%-14.3pp | 28.82%-14.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $17,131 | $7,022+143.9% | $6,427+166.5% | $4,663+267.4% |
| Participant deferral / active EE | $3,389 | $9,807-65.4% | $9,132-62.9% | $6,691-49.4% |
| Admin fee / account holder | $146 | $16,382-99.1% | $13,914-99.0% | $13,402-98.9% |