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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,085 | $97,125+36.0% | $86,233+53.2% | $137,256-3.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.83% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $15,029 | $2,841+428.9% | $2,504+500.1% | $4,156+261.6% |
| Participant deferral / active EE | $16,949 | $5,180+227.2% | $4,559+271.8% | $6,407+164.5% |
| Admin fee / account holder | $148 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |