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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,043 | $131,835+25.9% | $108,582+52.9% | $273,972-39.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.01% | -91.57%+101.6pp | -51.70%+61.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $10,767 | $4,913+119.2% | $3,758+186.5% | $4,869+121.2% |
| Participant deferral / active EE | $10,318 | $5,127+101.2% | $4,311+139.3% | $5,287+95.1% |
| Admin fee / account holder | $88 | $10,253-99.1% | $7,645-98.8% | $10,133-99.1% |