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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,496 | $54,541+249.3% | $78,778+141.8% | $70,126+171.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.51% | 21.07%-2.6pp | 35.62%-17.1pp | 73.15%-54.6pp |
| Employer contribution / active EE | $10,538 | $1,089+868.1% | $1,986+430.7% | $2,343+349.9% |
| Participant deferral / active EE | $7,369 | $2,210+233.4% | $2,958+149.1% | $3,332+121.2% |
| Admin fee / account holder | $115 | $3,709-96.9% | $5,134-97.8% | $4,645-97.5% |