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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,650 | $110,337+68.3% | $102,383+81.3% | $145,877+27.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.44% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $21,993 | $4,216+421.7% | $3,870+468.2% | $4,663+371.6% |
| Participant deferral / active EE | $15,632 | $5,621+178.1% | $5,060+208.9% | $6,691+133.6% |
| Admin fee / account holder | $221 | $9,750-97.7% | $8,391-97.4% | $13,402-98.4% |