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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,237 | $201,370-28.9% | $184,256-22.3% | $145,897-1.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.14% | 29.05%+7.1pp | 28.85%+7.3pp | 552.29%-516.1pp |
| Employer contribution / active EE | $15,706 | $7,024+123.6% | $6,427+144.4% | $4,663+236.8% |
| Participant deferral / active EE | $19,478 | $9,808+98.6% | $9,133+113.3% | $6,689+191.2% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,899-99.9% | $13,390-99.9% |