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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,150 | $112,729+42.1% | $98,716+62.2% | $137,256+16.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.87% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,870 | $2,725+115.4% | $2,279+157.6% | $4,156+41.2% |
| Participant deferral / active EE | $13,323 | $4,640+187.1% | $4,048+229.1% | $6,407+107.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |