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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,385 | $117,829+44.6% | $102,423+66.4% | $145,877+16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 31.83%-21.9pp | 29.42%-19.4pp | 551.28%-541.3pp |
| Employer contribution / active EE | $11,008 | $3,615+204.5% | $3,023+264.1% | $4,663+136.1% |
| Participant deferral / active EE | $5,288 | $5,732-7.7% | $5,054+4.6% | $6,691-21.0% |
| Admin fee / account holder | $169 | $13,335-98.7% | $9,455-98.2% | $13,402-98.7% |