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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,815 | $124,330+34.2% | $109,173+52.8% | $167,536-0.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.01% | 26.04%-11.0pp | 25.75%-10.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $5,738 | $4,209+36.3% | $3,723+54.1% | $4,839+18.6% |
| Participant deferral / active EE | $4,686 | $5,256-10.8% | $4,654+0.7% | $6,342-26.1% |
| Admin fee / account holder | $11 | $7,974-99.9% | $6,755-99.8% | $12,315-99.9% |