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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,728 | $110,410+66.4% | $102,437+79.4% | $145,897+25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $7,998 | $4,217+89.7% | $3,871+106.6% | $4,663+71.5% |
| Participant deferral / active EE | $4,738 | $5,622-15.7% | $5,060-6.4% | $6,689-29.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |