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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,928 | $110,303+40.5% | $95,759+61.8% | $139,487+11.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.69% | 27.19%-13.5pp | 28.42%-14.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $29,669 | $3,261+809.9% | $2,836+946.0% | $4,755+524.0% |
| Participant deferral / active EE | $18,333 | $4,674+292.2% | $4,244+332.0% | $6,713+173.1% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |