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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,109 | $211,224+6.1% | $178,505+25.5% | $145,897+53.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.37% | 30.28%-13.9pp | 27.16%-10.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $20,357 | $4,577+344.8% | $3,955+414.7% | $4,663+336.6% |
| Participant deferral / active EE | $20,333 | $6,966+191.9% | $6,280+223.8% | $6,689+204.0% |
| Admin fee / account holder | $208 | $12,109-98.3% | $10,428-98.0% | $13,390-98.4% |