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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,226 | $152,619+20.1% | $125,195+46.4% | $152,909+19.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.12% | 54.85%-31.7pp | 43.79%-20.7pp | 345.46%-322.3pp |
| Employer contribution / active EE | $21,832 | $4,947+341.3% | $3,866+464.7% | $4,764+358.3% |
| Participant deferral / active EE | $14,750 | $5,869+151.3% | $4,937+198.7% | $5,851+152.1% |
| Admin fee / account holder | $19 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |