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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,913 | $228,317-30.8% | $185,808-15.0% | $158,931-0.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 35.27% | 40.81%-5.5pp | 35.95%-0.7pp | 302.86%-267.6pp |
| Employer contribution / active EE | $14,250 | $4,964+187.0% | $4,086+248.8% | $4,761+199.3% |
| Participant deferral / active EE | $44,375 | $6,415+591.8% | $5,632+687.9% | $5,982+641.8% |
| Admin fee / account holder | $191 | $11,865-98.4% | $9,501-98.0% | $11,247-98.3% |