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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,184 | $185,883-36.4% | $170,043-30.5% | $139,466-15.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.57% | 60.54%-39.0pp | 53.40%-31.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $10,594 | $7,596+39.5% | $6,790+56.0% | $4,754+122.8% |
| Participant deferral / active EE | $21,556 | $11,626+85.4% | $10,410+107.1% | $6,712+221.2% |
| Admin fee / account holder | $19 | $15,393-99.9% | $12,824-99.9% | $11,409-99.8% |