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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,827 | $90,509+62.2% | $78,693+86.6% | $273,968-46.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.24% | 75.61%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $18,475 | $3,175+481.9% | $2,850+548.2% | $4,869+279.5% |
| Participant deferral / active EE | $8,805 | $3,901+125.7% | $3,517+150.4% | $5,287+66.5% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |