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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,703 | $162,812-5.0% | $133,971+15.5% | $158,966-2.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.54% | 41.94%-10.4pp | 45.09%-13.6pp | 302.95%-271.4pp |
| Employer contribution / active EE | $11,376 | $4,976+128.6% | $3,919+190.3% | $4,762+138.9% |
| Participant deferral / active EE | $18,453 | $5,910+212.2% | $5,047+265.6% | $5,983+208.4% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |