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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,978 | $110,379+71.2% | $102,412+84.5% | $145,884+29.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.73% | 24.84%-6.1pp | 24.94%-6.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $24,315 | $4,216+476.7% | $3,870+528.3% | $4,662+421.5% |
| Participant deferral / active EE | $15,277 | $5,622+171.7% | $5,060+201.9% | $6,690+128.4% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |