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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,470 | $108,911+43.7% | $100,392+55.9% | $145,884+7.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.21% | 58.23%-46.0pp | 49.45%-37.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,303 | $4,420-70.5% | $3,941-66.9% | $4,662-72.1% |
| Participant deferral / active EE | $11,506 | $8,459+36.0% | $8,090+42.2% | $6,690+72.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |