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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,187 | $103,385+50.1% | $87,104+78.2% | $152,870+1.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.74% | 28.10%-5.4pp | 28.19%-5.5pp | 345.34%-322.6pp |
| Employer contribution / active EE | $20,597 | $3,220+539.6% | $2,521+716.9% | $4,763+332.5% |
| Participant deferral / active EE | $10,000 | $4,778+109.3% | $4,049+147.0% | $5,850+70.9% |
| Admin fee / account holder | $2 | $12,192-100.0% | $7,490-100.0% | $11,597-100.0% |