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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,192 | $232,540-40.6% | $185,117-25.3% | $147,586-6.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.42% | 43.03%-24.6pp | 40.50%-22.1pp | 578.59%-560.2pp |
| Employer contribution / active EE | $18,357 | $5,195+253.4% | $4,182+339.0% | $4,876+276.5% |
| Participant deferral / active EE | $14,925 | $5,834+155.8% | $5,045+195.8% | $5,439+174.4% |
| Admin fee / account holder | $4 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |