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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,062 | $117,904+40.8% | $102,457+62.1% | $145,978+13.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 31.80%-19.0pp | 29.41%-16.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $8,593 | $3,613+137.8% | $3,022+184.3% | $4,662+84.3% |
| Participant deferral / active EE | $12,655 | $5,733+120.7% | $5,054+150.4% | $6,690+89.2% |
| Admin fee / account holder | $18 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |