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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,635 | $117,846+58.4% | $102,434+82.2% | $145,884+27.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.97% | 31.90%-10.9pp | 29.46%-8.5pp | 551.85%-530.9pp |
| Employer contribution / active EE | $4,636 | $3,615+28.2% | $3,023+53.3% | $4,662-0.6% |
| Participant deferral / active EE | $7,127 | $5,733+24.3% | $5,055+41.0% | $6,690+6.5% |
| Admin fee / account holder | $54 | $13,356-99.6% | $9,462-99.4% | $13,392-99.6% |