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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,582 | $117,846+16.7% | $102,434+34.3% | $145,884-5.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.71% | 31.90%-23.2pp | 29.46%-20.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $17,159 | $3,615+374.7% | $3,023+467.6% | $4,662+268.0% |
| Participant deferral / active EE | $11,814 | $5,733+106.1% | $5,055+133.7% | $6,690+76.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |