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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,597 | $201,370-21.2% | $184,256-13.9% | $145,897+8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.63% | 29.05%+6.6pp | 28.85%+6.8pp | 552.29%-516.7pp |
| Employer contribution / active EE | $10,904 | $7,024+55.2% | $6,427+69.7% | $4,663+133.9% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |