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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,396 | $124,346+15.3% | $111,308+28.8% | $167,536-14.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.98% | 37.45%-17.5pp | 54.67%-34.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $9,467 | $3,437+175.4% | $2,732+246.6% | $4,839+95.6% |
| Participant deferral / active EE | $7,070 | $5,182+36.4% | $4,487+57.6% | $6,342+11.5% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |