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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,022 | $70,366+104.7% | $66,674+116.0% | $138,895+3.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.09% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,426 | $2,765+23.9% | $2,620+30.8% | $4,194-18.3% |
| Participant deferral / active EE | $12,629 | $4,374+188.7% | $4,084+209.2% | $6,396+97.4% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |