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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,246 | $141,004-2.0% | $112,273+23.1% | $139,466-0.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.57% | 32.75%-13.2pp | 30.23%-10.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $14,957 | $4,285+249.1% | $3,431+335.9% | $4,754+214.6% |
| Participant deferral / active EE | $14,321 | $5,878+143.6% | $4,800+198.4% | $6,712+113.4% |
| Admin fee / account holder | $60 | $9,959-99.4% | $7,752-99.2% | $11,409-99.5% |