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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,503 | $201,344-34.7% | $184,243-28.6% | $145,877-9.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $10,505 | $7,022+49.6% | $6,427+63.5% | $4,663+125.3% |
| Participant deferral / active EE | $13,408 | $9,807+36.7% | $9,132+46.8% | $6,691+100.4% |
| Admin fee / account holder | $33 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |