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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,850 | $110,379+25.8% | $102,412+35.6% | $145,884-4.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.83% | 24.84%-10.0pp | 24.94%-10.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $13,271 | $4,216+214.8% | $3,870+242.9% | $4,662+184.7% |
| Participant deferral / active EE | $15,559 | $5,622+176.8% | $5,060+207.5% | $6,690+132.6% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |