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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,619 | $162,812-14.9% | $133,971+3.5% | $158,966-12.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.01% | 41.94%-16.9pp | 45.09%-20.1pp | 302.95%-277.9pp |
| Employer contribution / active EE | $20,640 | $4,976+314.8% | $3,919+426.7% | $4,762+333.4% |
| Participant deferral / active EE | $14,079 | $5,910+138.2% | $5,047+178.9% | $5,983+135.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |