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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,632 | $197,625-37.4% | $177,840-30.5% | $158,966-22.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.15% | 58.76%-32.6pp | 48.32%-22.2pp | 302.95%-276.8pp |
| Employer contribution / active EE | $16,865 | $6,698+151.8% | $5,919+185.0% | $4,762+254.1% |
| Participant deferral / active EE | $8,563 | $8,405+1.9% | $7,714+11.0% | $5,983+43.1% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |