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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,731 | $117,895+63.5% | $102,460+88.1% | $145,897+32.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.69% | 31.92%-16.2pp | 29.47%-13.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $12,982 | $3,619+258.7% | $3,025+329.1% | $4,663+178.4% |
| Participant deferral / active EE | $7,128 | $5,736+24.3% | $5,056+41.0% | $6,689+6.6% |
| Admin fee / account holder | $135 | $13,353-99.0% | $9,460-98.6% | $13,390-99.0% |