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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,177 | $105,864+6.9% | $90,162+25.5% | $147,585-23.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.55% | 37.63%-16.1pp | 34.88%-13.3pp | 578.57%-557.0pp |
| Employer contribution / active EE | $23,671 | $4,126+473.7% | $3,318+613.5% | $4,876+385.4% |
| Participant deferral / active EE | $14,240 | $5,733+148.4% | $5,287+169.3% | $5,439+161.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |