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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,863 | $124,314+46.3% | $109,163+66.6% | $167,518+8.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.12% | 26.04%-9.9pp | 25.75%-9.6pp | 478.71%-462.6pp |
| Employer contribution / active EE | $4,435 | $4,209+5.4% | $3,723+19.1% | $4,838-8.3% |
| Participant deferral / active EE | $18,088 | $5,256+244.1% | $4,654+288.7% | $6,342+185.2% |
| Admin fee / account holder | $90 | $7,973-98.9% | $6,754-98.7% | $12,312-99.3% |