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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,074 | $165,939+9.7% | $122,354+48.8% | $147,586+23.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.61% | 34.56%-20.9pp | 30.28%-16.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $13,425 | $5,754+133.3% | $4,051+231.4% | $4,876+175.3% |
| Participant deferral / active EE | $6,361 | $4,005+58.8% | $3,287+93.5% | $5,439+17.0% |
| Admin fee / account holder | $32 | $7,425-99.6% | $5,479-99.4% | $10,886-99.7% |