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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,866 | $110,240+25.1% | $96,544+42.8% | $139,487-1.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.30% | 26.41%-8.1pp | 25.88%-7.6pp | 373.84%-355.5pp |
| Employer contribution / active EE | $12,706 | $3,622+250.8% | $2,966+328.3% | $4,755+167.2% |
| Participant deferral / active EE | $8,315 | $5,549+49.8% | $4,851+71.4% | $6,713+23.9% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |