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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,722 | $148,623+19.6% | $135,974+30.7% | $139,466+27.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.05% | 79.30%-60.2pp | 68.30%-49.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $28,440 | $5,246+442.1% | $4,859+485.3% | $4,754+498.2% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $145 | $12,406-98.8% | $10,767-98.7% | $11,409-98.7% |