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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,134 | $72,071+100.0% | $68,368+110.8% | $137,256+5.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.12% | 353.14%-334.0pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $19,163 | $2,788+587.4% | $2,649+623.4% | $4,156+361.1% |
| Participant deferral / active EE | $15,663 | $4,410+255.2% | $4,123+279.9% | $6,407+144.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |