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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,475 | $197,637-29.9% | $177,848-22.1% | $158,982-12.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.36% | 58.77%-34.4pp | 48.33%-24.0pp | 302.99%-278.6pp |
| Employer contribution / active EE | $13,262 | $6,698+98.0% | $5,919+124.1% | $4,763+178.5% |
| Participant deferral / active EE | $11,945 | $8,405+42.1% | $7,714+54.9% | $5,983+99.6% |
| Admin fee / account holder | $55 | $15,406-99.6% | $12,431-99.6% | $11,252-99.5% |