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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,540 | $108,897+45.6% | $100,378+57.9% | $145,877+8.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.91% | 58.17%-39.3pp | 49.41%-30.5pp | 551.28%-532.4pp |
| Employer contribution / active EE | $4,828 | $4,420+9.2% | $3,942+22.5% | $4,663+3.5% |
| Participant deferral / active EE | $32,320 | $8,455+282.3% | $8,087+299.6% | $6,691+383.1% |
| Admin fee / account holder | $104 | $9,690-98.9% | $7,899-98.7% | $13,402-99.2% |