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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,822 | $115,903+28.4% | $100,528+48.0% | $158,966-6.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.98% | 34.80%-15.8pp | 30.90%-11.9pp | 302.95%-284.0pp |
| Employer contribution / active EE | $6,059 | $4,105+47.6% | $3,419+77.2% | $4,762+27.2% |
| Participant deferral / active EE | $14,722 | $6,677+120.5% | $6,271+134.7% | $5,983+146.1% |
| Admin fee / account holder | $2 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |