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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,290 | $117,433+52.7% | $99,475+80.2% | $152,897+17.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 20.53% | 31.87%-11.3pp | 30.72%-10.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $14,687 | $3,013+387.4% | $2,540+478.2% | $4,764+208.3% |
| Participant deferral / active EE | $12,138 | $4,086+197.1% | $3,619+235.4% | $5,851+107.4% |
| Admin fee / account holder | $15 | $7,634-99.8% | $6,252-99.8% | $11,599-99.9% |