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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,100 | $201,259-34.9% | $184,200-28.8% | $145,959-10.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.46% | 28.98%+5.5pp | 28.80%+5.7pp | 561.95%-527.5pp |
| Employer contribution / active EE | $12,048 | $7,018+71.7% | $6,424+87.6% | $4,661+158.5% |
| Participant deferral / active EE | $14,672 | $9,806+49.6% | $9,132+60.7% | $6,689+119.4% |
| Admin fee / account holder | $151 | $16,372-99.1% | $13,907-98.9% | $13,398-98.9% |