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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,892 | $106,280+52.3% | $96,538+67.7% | $139,487+16.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.48% | 38.48%-25.0pp | 35.74%-22.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $10,576 | $4,107+157.5% | $3,740+182.8% | $4,755+122.4% |
| Participant deferral / active EE | $6,319 | $5,457+15.8% | $4,880+29.5% | $6,713-5.9% |
| Admin fee / account holder | $15 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |