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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,552 | $110,410+40.0% | $102,437+50.9% | $145,897+5.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,126 | $4,217-2.2% | $3,871+6.6% | $4,663-11.5% |
| Participant deferral / active EE | $8,488 | $5,622+51.0% | $5,060+67.7% | $6,689+26.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |