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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,715 | $227,291-26.2% | $214,702-21.9% | $155,188+8.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.65% | 60.08%-41.4pp | 54.55%-35.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $16,846 | $6,772+148.8% | $6,461+160.8% | $4,248+296.6% |
| Participant deferral / active EE | $16,490 | $9,582+72.1% | $9,147+80.3% | $6,531+152.5% |
| Admin fee / account holder | $255 | $20,413-98.8% | $19,830-98.7% | $14,480-98.2% |