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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,870 | $117,895+33.9% | $102,460+54.1% | $145,897+8.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.45% | 31.92%-17.5pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $8,656 | $3,619+139.2% | $3,025+186.1% | $4,663+85.6% |
| Participant deferral / active EE | $7,923 | $5,736+38.1% | $5,056+56.7% | $6,689+18.4% |
| Admin fee / account holder | $8 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |