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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,262 | $155,555+19.7% | $146,866+26.8% | $155,188+20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.62% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $25,477 | $4,647+448.3% | $4,425+475.8% | $4,248+499.8% |
| Participant deferral / active EE | $15,500 | $8,044+92.7% | $7,759+99.8% | $6,531+137.3% |
| Admin fee / account holder | $25 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |