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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,746 | $117,444+15.6% | $99,479+36.5% | $152,909-11.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 27.19% | 31.87%-4.7pp | 30.72%-3.5pp | 345.46%-318.3pp |
| Employer contribution / active EE | $14,422 | $3,014+378.5% | $2,540+467.7% | $4,764+202.7% |
| Participant deferral / active EE | $13,587 | $4,086+232.5% | $3,619+275.4% | $5,851+132.2% |
| Admin fee / account holder | $2 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |