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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,557 | $148,623+31.6% | $135,974+43.8% | $139,466+40.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.65% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.0pp |
| Employer contribution / active EE | $21,795 | $5,246+315.4% | $4,859+348.6% | $4,754+358.5% |
| Participant deferral / active EE | $11,532 | $8,103+42.3% | $7,760+48.6% | $6,712+71.8% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |