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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,592 | $185,883-18.4% | $170,043-10.9% | $139,466+8.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.13% | 60.54%-43.4pp | 53.40%-36.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $16,558 | $7,596+118.0% | $6,790+143.9% | $4,754+248.3% |
| Participant deferral / active EE | $18,305 | $11,626+57.5% | $10,410+75.8% | $6,712+172.7% |
| Admin fee / account holder | $188 | $15,393-98.8% | $12,824-98.5% | $11,409-98.4% |