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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,278 | $185,883-47.1% | $170,043-42.2% | $139,466-29.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.66% | 60.54%-31.9pp | 53.40%-24.7pp | 373.66%-345.0pp |
| Employer contribution / active EE | $16,369 | $7,596+115.5% | $6,790+141.1% | $4,754+244.3% |
| Participant deferral / active EE | $18,318 | $11,626+57.6% | $10,410+76.0% | $6,712+172.9% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |