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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,915 | $91,037+6.5% | $71,671+35.2% | $147,585-34.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.59% | 20.48%+0.1pp | 20.65%-0.1pp | 578.57%-558.0pp |
| Employer contribution / active EE | $18,837 | $3,327+466.1% | $2,460+665.8% | $4,876+286.3% |
| Participant deferral / active EE | $14,058 | $4,498+212.5% | $3,438+308.9% | $5,439+158.5% |
| Admin fee / account holder | $24 | $8,613-99.7% | $5,558-99.6% | $10,885-99.8% |