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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,814 | $106,280+38.1% | $96,538+52.1% | $139,487+5.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.85% | 38.48%-18.6pp | 35.74%-15.9pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,942 | $4,107-52.7% | $3,740-48.1% | $4,755-59.2% |
| Participant deferral / active EE | $11,572 | $5,457+112.1% | $4,880+137.1% | $6,713+72.4% |
| Admin fee / account holder | $18 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |