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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,363 | $149,778+19.8% | $118,946+50.8% | $158,966+12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.23% | 19.95%-0.7pp | 35.89%-16.7pp | 302.95%-283.7pp |
| Employer contribution / active EE | $6,163 | $4,117+49.7% | $3,263+88.8% | $4,762+29.4% |
| Participant deferral / active EE | $10,279 | $5,225+96.7% | $4,266+141.0% | $5,983+71.8% |
| Admin fee / account holder | $20 | $8,604-99.8% | $6,581-99.7% | $11,250-99.8% |