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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,626 | $117,895+41.3% | $102,460+62.6% | $145,897+14.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 31.92%-16.7pp | 29.47%-14.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $5,860 | $3,619+61.9% | $3,025+93.7% | $4,663+25.7% |
| Participant deferral / active EE | $19,899 | $5,736+246.9% | $5,056+293.6% | $6,689+197.5% |
| Admin fee / account holder | $122 | $13,353-99.1% | $9,460-98.7% | $13,390-99.1% |