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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,099 | $85,060+50.6% | $70,548+81.6% | $139,456-8.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.16% | 30.38%-15.2pp | 32.78%-17.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $2,906 | $3,911-25.7% | $2,975-2.3% | $4,753-38.9% |
| Participant deferral / active EE | $8,392 | $5,890+42.5% | $4,567+83.8% | $6,711+25.0% |
| Admin fee / account holder | $10 | $8,925-99.9% | $6,424-99.8% | $11,407-99.9% |