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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,713 | $201,344-33.6% | $184,243-27.4% | $145,877-8.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.02% | 29.01%-6.0pp | 28.82%-5.8pp | 551.28%-528.3pp |
| Employer contribution / active EE | $10,050 | $7,022+43.1% | $6,427+56.4% | $4,663+115.5% |
| Participant deferral / active EE | $26,750 | $9,807+172.8% | $9,132+192.9% | $6,691+299.8% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |