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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,390 | $211,288+7.6% | $178,540+27.4% | $145,884+55.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 30.27%-19.6pp | 27.15%-16.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $5,882 | $4,574+28.6% | $3,953+48.8% | $4,662+26.2% |
| Participant deferral / active EE | $20,717 | $6,967+197.4% | $6,281+229.9% | $6,690+209.7% |
| Admin fee / account holder | $56 | $12,105-99.5% | $10,424-99.5% | $13,392-99.6% |