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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,933 | $148,582+19.8% | $135,942+30.9% | $139,456+27.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 79.26%-63.4pp | 68.28%-52.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $19,918 | $5,245+279.8% | $4,858+310.0% | $4,753+319.1% |
| Participant deferral / active EE | $17,500 | $8,101+116.0% | $7,759+125.5% | $6,711+160.8% |
| Admin fee / account holder | $221 | $12,402-98.2% | $10,764-97.9% | $11,407-98.1% |