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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,458 | $111,814+61.4% | $103,374+74.6% | $145,959+23.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 24.77%-11.9pp | 24.89%-12.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $5,144 | $4,214+22.1% | $3,869+32.9% | $4,661+10.4% |
| Participant deferral / active EE | $21,152 | $5,618+276.5% | $5,058+318.2% | $6,689+216.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |