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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,730 | $197,637-41.9% | $177,848-35.5% | $158,982-27.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.91% | 58.77%-27.9pp | 48.33%-17.4pp | 302.99%-272.1pp |
| Employer contribution / active EE | $16,407 | $6,698+144.9% | $5,919+177.2% | $4,763+244.5% |
| Participant deferral / active EE | $14,259 | $8,405+69.7% | $7,714+84.8% | $5,983+138.3% |
| Admin fee / account holder | $54 | $15,406-99.7% | $12,431-99.6% | $11,252-99.5% |