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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,335 | $174,379-28.7% | $152,093-18.3% | $138,895-10.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.33% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $16,192 | $4,652+248.1% | $4,175+287.9% | $4,194+286.0% |
| Participant deferral / active EE | $11,927 | $6,159+93.7% | $5,451+118.8% | $6,396+86.5% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |