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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,150 | $103,387+37.5% | $87,102+63.2% | $152,885-7.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.16% | 28.10%-0.9pp | 28.19%-1.0pp | 345.39%-318.2pp |
| Employer contribution / active EE | $8,822 | $3,221+173.9% | $2,521+249.9% | $4,763+85.2% |
| Participant deferral / active EE | $8,784 | $4,778+83.8% | $4,048+117.0% | $5,851+50.1% |
| Admin fee / account holder | $229 | $12,193-98.1% | $7,491-96.9% | $11,598-98.0% |