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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,662 | $197,625-4.5% | $177,840+6.1% | $158,966+18.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.91% | 58.76%-34.9pp | 48.32%-24.4pp | 302.95%-279.0pp |
| Employer contribution / active EE | $16,738 | $6,698+149.9% | $5,919+182.8% | $4,762+251.5% |
| Participant deferral / active EE | $9,700 | $8,405+15.4% | $7,714+25.8% | $5,983+62.1% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |