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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,948 | $185,883-41.4% | $170,043-35.9% | $139,466-21.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 78.95% | 60.54%+18.4pp | 53.40%+25.5pp | 373.66%-294.7pp |
| Employer contribution / active EE | $15,323 | $7,596+101.7% | $6,790+125.7% | $4,754+222.3% |
| Participant deferral / active EE | $15,773 | $11,626+35.7% | $10,410+51.5% | $6,712+135.0% |
| Admin fee / account holder | $170 | $15,393-98.9% | $12,824-98.7% | $11,409-98.5% |