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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,386 | $171,272-32.6% | $127,803-9.7% | $152,885-24.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 29.49% | 23.54%+6.0pp | 26.14%+3.4pp | 345.39%-315.9pp |
| Employer contribution / active EE | $13,251 | $5,451+143.1% | $4,576+189.6% | $4,763+178.2% |
| Participant deferral / active EE | $15,936 | $7,043+126.2% | $6,023+164.6% | $5,851+172.4% |
| Admin fee / account holder | $231 | $14,540-98.4% | $9,399-97.5% | $11,598-98.0% |