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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,245 | $115,814+40.1% | $101,275+60.2% | $158,982+2.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.53% | 56.16%-23.6pp | 46.48%-14.0pp | 302.99%-270.5pp |
| Employer contribution / active EE | $13,671 | $4,176+227.4% | $3,660+273.5% | $4,763+187.0% |
| Participant deferral / active EE | $5,049 | $4,958+1.8% | $4,371+15.5% | $5,983-15.6% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |