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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,489 | $108,897+69.4% | $100,378+83.8% | $145,877+26.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.38% | 58.17%-37.8pp | 49.41%-29.0pp | 551.28%-530.9pp |
| Employer contribution / active EE | $3,687 | $4,420-16.6% | $3,942-6.5% | $4,663-20.9% |
| Participant deferral / active EE | $16,523 | $8,455+95.4% | $8,087+104.3% | $6,691+147.0% |
| Admin fee / account holder | $196 | $9,690-98.0% | $7,899-97.5% | $13,402-98.5% |