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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,840 | $201,344-39.5% | $184,243-33.9% | $145,877-16.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 46.12% | 29.01%+17.1pp | 28.82%+17.3pp | 551.28%-505.2pp |
| Employer contribution / active EE | $20,860 | $7,022+197.0% | $6,427+224.6% | $4,663+347.4% |
| Participant deferral / active EE | $17,282 | $9,807+76.2% | $9,132+89.2% | $6,691+158.3% |
| Admin fee / account holder | $81 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |