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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,933 | $148,629+19.7% | $135,982+30.9% | $139,487+27.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $19,918 | $5,247+279.6% | $4,859+309.9% | $4,755+318.9% |
| Participant deferral / active EE | $17,500 | $8,102+116.0% | $7,760+125.5% | $6,713+160.7% |
| Admin fee / account holder | $221 | $12,406-98.2% | $10,767-97.9% | $11,407-98.1% |