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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,913 | $228,395-30.9% | $185,861-15.0% | $158,982-0.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 35.27% | 40.82%-5.6pp | 35.96%-0.7pp | 302.99%-267.7pp |
| Employer contribution / active EE | $14,250 | $4,968+186.9% | $4,088+248.6% | $4,763+199.2% |
| Participant deferral / active EE | $44,375 | $6,417+591.5% | $5,634+687.6% | $5,983+641.6% |
| Admin fee / account holder | $191 | $11,869-98.4% | $9,503-98.0% | $11,252-98.3% |