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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,390 | $211,239+7.6% | $178,528+27.4% | $145,877+55.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 30.22%-19.6pp | 27.11%-16.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $5,882 | $4,570+28.7% | $3,950+48.9% | $4,663+26.1% |
| Participant deferral / active EE | $20,717 | $6,963+197.5% | $6,278+230.0% | $6,691+209.6% |
| Admin fee / account holder | $56 | $12,095-99.5% | $10,419-99.5% | $13,402-99.6% |