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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,497 | $162,821+2.3% | $133,978+24.3% | $158,982+4.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.27% | 41.95%-28.7pp | 45.10%-31.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $26,694 | $4,976+436.4% | $3,919+581.1% | $4,763+460.5% |
| Participant deferral / active EE | $24,375 | $5,910+312.4% | $5,047+382.9% | $5,983+307.4% |
| Admin fee / account holder | $256 | $11,742-97.8% | $8,930-97.1% | $11,252-97.7% |