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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,124 | $148,629+12.4% | $135,982+22.9% | $139,487+19.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.00% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $1,606 | $5,247-69.4% | $4,859-66.9% | $4,755-66.2% |
| Participant deferral / active EE | $14,309 | $8,102+76.6% | $7,760+84.4% | $6,713+113.2% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |