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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,440 | $115,814+46.3% | $101,275+67.3% | $158,982+6.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.56% | 56.16%-39.6pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $25,075 | $4,176+500.5% | $3,660+585.1% | $4,763+426.5% |
| Participant deferral / active EE | $11,049 | $4,958+122.8% | $4,371+152.8% | $5,983+84.7% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |