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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,592 | $185,856-18.4% | $170,028-10.8% | $139,456+8.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.13% | 60.52%-43.4pp | 53.39%-36.3pp | 373.45%-356.3pp |
| Employer contribution / active EE | $16,558 | $7,593+118.1% | $6,788+143.9% | $4,753+248.4% |
| Participant deferral / active EE | $18,305 | $11,623+57.5% | $10,409+75.9% | $6,711+172.7% |
| Admin fee / account holder | $188 | $15,387-98.8% | $12,820-98.5% | $11,407-98.4% |