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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,362 | $91,037+100.3% | $71,671+154.4% | $147,586+23.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.85% | 20.48%-3.6pp | 20.65%-3.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $7,134 | $3,327+114.4% | $2,460+190.0% | $4,876+46.3% |
| Participant deferral / active EE | $6,082 | $4,498+35.2% | $3,438+76.9% | $5,439+11.8% |
| Admin fee / account holder | $15 | $8,613-99.8% | $5,558-99.7% | $10,886-99.9% |