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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,487 | $100,901+24.4% | $75,501+66.2% | $147,586-15.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 19.11% | 35.78%-16.7pp | 27.35%-8.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $28,918 | $3,253+788.8% | $2,352+1129.6% | $4,876+493.0% |
| Participant deferral / active EE | $1,408 | $4,027-65.1% | $3,142-55.2% | $5,439-74.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |