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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,503 | $201,370-34.7% | $184,256-28.6% | $145,897-9.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $10,505 | $7,024+49.6% | $6,427+63.5% | $4,663+125.3% |
| Participant deferral / active EE | $13,408 | $9,808+36.7% | $9,133+46.8% | $6,689+100.4% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |