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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,933 | $183,539-20.5% | $155,556-6.2% | $145,8970% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,315 | $5,315-37.6% | $4,675-29.1% | $4,663-28.9% |
| Participant deferral / active EE | $15,850 | $6,467+145.1% | $5,631+181.5% | $6,689+136.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |