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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,364 | $111,814+45.2% | $103,378+57.1% | $145,978+11.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,163 | $4,215-48.7% | $3,870-44.1% | $4,662-53.6% |
| Participant deferral / active EE | $10,311 | $5,618+83.5% | $5,058+103.9% | $6,690+54.1% |
| Admin fee / account holder | $20 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |