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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,226 | $152,592+20.1% | $125,180+46.4% | $152,885+19.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.12% | 54.84%-31.7pp | 43.79%-20.7pp | 345.39%-322.3pp |
| Employer contribution / active EE | $21,832 | $4,947+341.3% | $3,866+464.8% | $4,763+358.3% |
| Participant deferral / active EE | $14,750 | $5,868+151.4% | $4,937+198.8% | $5,851+152.1% |
| Admin fee / account holder | $19 | $13,435-99.9% | $9,703-99.8% | $11,598-99.8% |