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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,762 | $124,346+23.7% | $111,308+38.1% | $167,536-8.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.72% | 37.45%-20.7pp | 54.67%-37.9pp | 478.82%-462.1pp |
| Employer contribution / active EE | $14,165 | $3,437+312.1% | $2,732+418.5% | $4,839+192.7% |
| Participant deferral / active EE | $7,000 | $5,182+35.1% | $4,487+56.0% | $6,342+10.4% |
| Admin fee / account holder | $33 | $10,621-99.7% | $7,965-99.6% | $12,315-99.7% |