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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,799 | $227,633+5.3% | $189,597+26.5% | $167,553+43.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.47% | 78.45%-60.0pp | 64.20%-45.7pp | 478.89%-460.4pp |
| Employer contribution / active EE | $25,000 | $5,317+370.2% | $4,412+466.6% | $4,840+416.6% |
| Participant deferral / active EE | $26,000 | $7,003+271.3% | $6,174+321.1% | $6,343+309.9% |
| Admin fee / account holder | $20 | $11,879-99.8% | $9,807-99.8% | $12,316-99.8% |