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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,942 | $227,399-2.4% | $189,758+17.0% | $198,609+11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.82% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $14,156 | $5,526+156.2% | $4,767+197.0% | $5,055+180.0% |
| Participant deferral / active EE | $26,692 | $6,837+290.4% | $5,856+355.8% | $6,977+282.6% |
| Admin fee / account holder | $178 | $25,162-99.3% | $20,388-99.1% | $19,030-99.1% |