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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,892 | $111,814+65.4% | $103,378+78.9% | $145,978+26.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $16,320 | $4,215+287.2% | $3,870+321.7% | $4,662+250.1% |
| Participant deferral / active EE | $15,758 | $5,618+180.5% | $5,058+211.6% | $6,690+135.6% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |