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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,173 | $124,351+27.2% | $109,188+44.9% | $167,553-5.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.61% | 26.04%-12.4pp | 25.76%-12.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $45,700 | $4,210+985.6% | $3,723+1127.5% | $4,840+844.3% |
| Participant deferral / active EE | $36,450 | $5,257+593.4% | $4,654+683.2% | $6,343+474.7% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |