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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,301 | $115,225+27.8% | $100,712+46.3% | $138,895+6.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 24.23% | 40.35%-16.1pp | 33.27%-9.0pp | 145.39%-121.2pp |
| Employer contribution / active EE | $12,217 | $2,771+340.9% | $2,313+428.2% | $4,194+191.3% |
| Participant deferral / active EE | $22,280 | $4,699+374.1% | $4,085+445.4% | $6,396+248.3% |
| Admin fee / account holder | $23 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |