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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,988 | $148,629-21.3% | $135,982-14.0% | $139,487-16.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.97% | 79.33%-57.4pp | 68.32%-46.4pp | 373.84%-351.9pp |
| Employer contribution / active EE | $35,520 | $5,247+577.0% | $4,859+631.0% | $4,755+647.1% |
| Participant deferral / active EE | $20,722 | $8,102+155.7% | $7,760+167.0% | $6,713+208.7% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,407-99.9% |