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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,213 | $110,410+49.6% | $102,437+61.3% | $145,897+13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.5pp |
| Employer contribution / active EE | $11,272 | $4,217+167.3% | $3,871+191.2% | $4,663+141.7% |
| Participant deferral / active EE | $8,006 | $5,622+42.4% | $5,060+58.2% | $6,689+19.7% |
| Admin fee / account holder | $212 | $9,745-97.8% | $8,388-97.5% | $13,390-98.4% |