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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,612 | $165,939+4.0% | $122,354+41.1% | $147,585+17.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 34.56%-18.5pp | 30.28%-14.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $16,011 | $5,754+178.2% | $4,051+295.2% | $4,876+228.3% |
| Participant deferral / active EE | $9,245 | $4,005+130.8% | $3,287+181.2% | $5,439+70.0% |
| Admin fee / account holder | $35 | $7,425-99.5% | $5,479-99.4% | $10,886-99.7% |