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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,176 | $227,291-32.2% | $214,702-28.2% | $155,188-0.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.74% | 60.08%-46.3pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $15,776 | $6,772+133.0% | $6,461+144.2% | $4,248+271.4% |
| Participant deferral / active EE | $7,667 | $9,582-20.0% | $9,147-16.2% | $6,531+17.4% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |