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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,198 | $109,372+56.5% | $89,414+91.5% | $158,966+7.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.53% | 345.55%-321.0pp | 245.50%-221.0pp | 302.95%-278.4pp |
| Employer contribution / active EE | $3,773 | $3,171+19.0% | $2,586+45.9% | $4,762-20.8% |
| Participant deferral / active EE | $14,157 | $4,598+207.9% | $3,890+264.0% | $5,983+136.6% |
| Admin fee / account holder | $114 | $6,156-98.1% | $4,883-97.7% | $11,250-99.0% |