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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,508 | $152,612+7.1% | $125,192+30.6% | $152,897+6.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.99% | 54.85%-38.9pp | 43.79%-27.8pp | 345.43%-329.4pp |
| Employer contribution / active EE | $25,945 | $4,947+424.4% | $3,866+571.1% | $4,764+444.7% |
| Participant deferral / active EE | $16,652 | $5,868+183.8% | $4,937+237.3% | $5,851+184.6% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |