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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,165 | $201,370-28.4% | $184,256-21.8% | $145,897-1.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $27,437 | $7,024+290.6% | $6,427+326.9% | $4,663+488.4% |
| Participant deferral / active EE | $20,679 | $9,808+110.8% | $9,133+126.4% | $6,689+209.1% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |