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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,592 | $110,240+30.3% | $96,544+48.7% | $139,487+2.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.14% | 26.41%-12.3pp | 25.88%-11.7pp | 373.84%-359.7pp |
| Employer contribution / active EE | $12,191 | $3,622+236.6% | $2,966+311.0% | $4,755+156.4% |
| Participant deferral / active EE | $3,461 | $5,549-37.6% | $4,851-28.7% | $6,713-48.4% |
| Admin fee / account holder | $6 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |