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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,385 | $117,895+44.5% | $102,460+66.3% | $145,897+16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 31.92%-21.9pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $11,008 | $3,619+204.2% | $3,025+263.9% | $4,663+136.1% |
| Participant deferral / active EE | $5,288 | $5,736-7.8% | $5,056+4.6% | $6,689-20.9% |
| Admin fee / account holder | $169 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |