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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,057 | $88,996+67.5% | $78,004+91.1% | $138,895+7.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.40% | 28.03%-13.6pp | 31.07%-16.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $16,274 | $2,917+457.9% | $2,469+559.2% | $4,194+288.0% |
| Participant deferral / active EE | $18,025 | $4,724+281.6% | $4,092+340.5% | $6,396+181.8% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |