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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,932 | $94,766+142.6% | $112,923+103.6% | $139,487+64.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 23.55% | 40.96%-17.4pp | 34.13%-10.6pp | 373.84%-350.3pp |
| Employer contribution / active EE | $24,866 | $4,636+436.3% | $4,570+444.1% | $4,755+423.0% |
| Participant deferral / active EE | $17,813 | $6,523+173.1% | $6,520+173.2% | $6,713+165.4% |
| Admin fee / account holder | $166 | $8,529-98.1% | $7,046-97.6% | $11,407-98.5% |