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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,781 | $197,637-23.2% | $177,848-14.7% | $158,982-4.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.98% | 58.77%-23.8pp | 48.33%-13.3pp | 302.99%-268.0pp |
| Employer contribution / active EE | $20,875 | $6,698+211.6% | $5,919+252.7% | $4,763+338.3% |
| Participant deferral / active EE | $14,075 | $8,405+67.5% | $7,714+82.5% | $5,983+135.2% |
| Admin fee / account holder | $250 | $15,406-98.4% | $12,431-98.0% | $11,252-97.8% |