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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,631 | $114,013+47.0% | $103,693+61.7% | $155,188+8.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.13% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $9,850 | $3,131+214.6% | $2,920+237.3% | $4,248+131.9% |
| Participant deferral / active EE | $16,469 | $4,970+231.4% | $4,579+259.6% | $6,531+152.2% |
| Admin fee / account holder | $19 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |