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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,181 | $201,344-35.8% | $184,243-29.9% | $145,877-11.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.92% | 29.01%-16.1pp | 28.82%-15.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $16,288 | $7,022+131.9% | $6,427+153.4% | $4,663+249.3% |
| Participant deferral / active EE | $8,950 | $9,807-8.7% | $9,132-2.0% | $6,691+33.8% |
| Admin fee / account holder | $95 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |