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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,886 | $157,829+41.9% | $136,867+63.6% | $198,609+12.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.46% | 51.25%-31.8pp | 42.97%-23.5pp | 202.70%-183.2pp |
| Employer contribution / active EE | $12,322 | $3,923+214.1% | $3,547+247.4% | $5,055+143.7% |
| Participant deferral / active EE | $22,505 | $5,463+312.0% | $4,924+357.1% | $6,977+222.6% |
| Admin fee / account holder | $229 | $11,107-97.9% | $10,340-97.8% | $19,030-98.8% |