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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,109 | $211,239+6.1% | $178,528+25.5% | $145,877+53.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.37% | 30.22%-13.9pp | 27.11%-10.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $20,357 | $4,570+345.4% | $3,950+415.3% | $4,663+336.6% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $208 | $12,095-98.3% | $10,419-98.0% | $13,402-98.5% |