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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,919 | $117,846+28.1% | $102,434+47.3% | $145,884+3.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 31.90%-21.7pp | 29.46%-19.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $6,682 | $3,615+84.8% | $3,023+121.0% | $4,662+43.3% |
| Participant deferral / active EE | $34,799 | $5,733+507.0% | $5,055+588.4% | $6,690+420.2% |
| Admin fee / account holder | $17 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |