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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,184 | $185,856-36.4% | $170,028-30.5% | $139,456-15.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.57% | 60.52%-38.9pp | 53.39%-31.8pp | 373.45%-351.9pp |
| Employer contribution / active EE | $10,594 | $7,593+39.5% | $6,788+56.1% | $4,753+122.9% |
| Participant deferral / active EE | $21,556 | $11,623+85.5% | $10,409+107.1% | $6,711+221.2% |
| Admin fee / account holder | $19 | $15,387-99.9% | $12,820-99.9% | $11,407-99.8% |