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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,117 | $136,860+29.4% | $120,344+47.2% | $154,746+14.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.57% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $12,574 | $3,533+255.9% | $3,020+316.3% | $4,379+187.1% |
| Participant deferral / active EE | $5,803 | $5,793+0.2% | $5,135+13.0% | $6,730-13.8% |
| Admin fee / account holder | $8 | $15,393-100.0% | $12,742-99.9% | $14,365-99.9% |