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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,573 | $201,372-31.7% | $184,260-25.3% | $145,884-5.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $16,692 | $7,024+137.7% | $6,427+159.7% | $4,662+258.0% |
| Participant deferral / active EE | $10,000 | $9,808+2.0% | $9,133+9.5% | $6,690+49.5% |
| Admin fee / account holder | $21 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |