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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,949 | $228,395-42.2% | $185,861-29.0% | $158,982-17.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.35% | 40.82%-19.5pp | 35.96%-14.6pp | 302.99%-281.6pp |
| Employer contribution / active EE | $18,698 | $4,968+276.4% | $4,088+357.4% | $4,763+292.6% |
| Participant deferral / active EE | $10,564 | $6,417+64.6% | $5,634+87.5% | $5,983+76.5% |
| Admin fee / account holder | $15 | $11,869-99.9% | $9,503-99.8% | $11,252-99.9% |