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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,913 | $106,247+55.2% | $96,515+70.9% | $139,466+18.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.00% | 38.47%-15.5pp | 35.73%-12.7pp | 373.66%-350.7pp |
| Employer contribution / active EE | $16,386 | $4,106+299.1% | $3,740+338.2% | $4,754+244.7% |
| Participant deferral / active EE | $10,000 | $5,456+83.3% | $4,880+104.9% | $6,712+49.0% |
| Admin fee / account holder | $111 | $7,885-98.6% | $6,735-98.3% | $11,409-99.0% |