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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,059 | $72,071+124.9% | $68,368+137.0% | $137,256+18.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.19% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $19,777 | $2,788+609.4% | $2,649+646.6% | $4,156+375.9% |
| Participant deferral / active EE | $14,361 | $4,410+225.6% | $4,123+248.3% | $6,407+124.2% |
| Admin fee / account holder | $58 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |