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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,044 | $275,752-48.9% | $256,809-45.1% | $198,609-29.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 95.46% | 34.81%+60.6pp | 32.73%+62.7pp | 202.70%-107.2pp |
| Employer contribution / active EE | $3,607 | $7,721-53.3% | $7,263-50.3% | $5,055-28.7% |
| Participant deferral / active EE | $16,830 | $10,037+67.7% | $9,520+76.8% | $6,977+141.2% |
| Admin fee / account holder | $212 | $25,716-99.2% | $25,146-99.2% | $19,030-98.9% |