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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,069 | $113,339+45.6% | $94,993+73.8% | $147,585+11.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.05% | 20.77%-9.7pp | 27.12%-16.1pp | 578.57%-567.5pp |
| Employer contribution / active EE | $9,851 | $3,160+211.7% | $2,603+278.4% | $4,876+102.0% |
| Participant deferral / active EE | $7,977 | $3,777+111.2% | $3,317+140.5% | $5,439+46.7% |
| Admin fee / account holder | $138 | $6,063-97.7% | $4,960-97.2% | $10,885-98.7% |