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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,213 | $111,814+47.8% | $103,378+59.8% | $145,978+13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $11,272 | $4,215+167.4% | $3,870+191.2% | $4,662+141.8% |
| Participant deferral / active EE | $8,006 | $5,618+42.5% | $5,058+58.3% | $6,690+19.7% |
| Admin fee / account holder | $212 | $9,764-97.8% | $8,401-97.5% | $13,400-98.4% |