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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,455 | $201,259-41.1% | $184,200-35.7% | $145,959-18.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.42% | 28.98%-5.6pp | 28.80%-5.4pp | 561.95%-538.5pp |
| Employer contribution / active EE | $16,683 | $7,018+137.7% | $6,424+159.7% | $4,661+257.9% |
| Participant deferral / active EE | $21,410 | $9,806+118.3% | $9,132+134.4% | $6,689+220.1% |
| Admin fee / account holder | $270 | $16,372-98.4% | $13,907-98.1% | $13,398-98.0% |