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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,044 | $209,336-32.6% | $197,124-28.4% | $137,256+2.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 95.46% | 48.09%+47.4pp | 44.34%+51.1pp | 220.34%-124.9pp |
| Employer contribution / active EE | $3,607 | $6,591-45.3% | $6,227-42.1% | $4,156-13.2% |
| Participant deferral / active EE | $16,830 | $9,614+75.1% | $9,135+84.2% | $6,407+162.7% |
| Admin fee / account holder | $212 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |