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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,838 | $105,856+26.4% | $90,161+48.4% | $147,586-9.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.92% | 37.63%-16.7pp | 34.89%-14.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $15,710 | $4,126+280.7% | $3,318+373.5% | $4,876+222.2% |
| Participant deferral / active EE | $13,513 | $5,733+135.7% | $5,287+155.6% | $5,439+148.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |