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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,102 | $106,280+55.3% | $96,538+71.0% | $139,487+18.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.79% | 38.48%-20.7pp | 35.74%-17.9pp | 373.84%-356.1pp |
| Employer contribution / active EE | $17,263 | $4,107+320.3% | $3,740+361.6% | $4,755+263.1% |
| Participant deferral / active EE | $9,495 | $5,457+74.0% | $4,880+94.5% | $6,713+41.4% |
| Admin fee / account holder | $19 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |