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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,076 | $148,629+49.4% | $135,982+63.3% | $139,487+59.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.92% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $3,823 | $5,247-27.1% | $4,859-21.3% | $4,755-19.6% |
| Participant deferral / active EE | $19,613 | $8,102+142.1% | $7,760+152.7% | $6,713+192.2% |
| Admin fee / account holder | $123 | $12,406-99.0% | $10,767-98.9% | $11,407-98.9% |