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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,001 | $209,336-18.8% | $197,124-13.8% | $137,256+23.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.84% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $20,047 | $6,591+204.2% | $6,227+221.9% | $4,156+382.4% |
| Participant deferral / active EE | $17,464 | $9,614+81.7% | $9,135+91.2% | $6,407+172.6% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |