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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,624 | $227,291-22.3% | $214,702-17.7% | $155,188+13.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.29% | 60.08%-37.8pp | 54.55%-32.3pp | 148.84%-126.5pp |
| Employer contribution / active EE | $25,336 | $6,772+274.1% | $6,461+292.2% | $4,248+496.5% |
| Participant deferral / active EE | $18,977 | $9,582+98.1% | $9,147+107.5% | $6,531+190.6% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |