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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,670 | $117,859+38.0% | $102,438+58.8% | $145,959+11.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.60% | 31.72%-18.1pp | 29.37%-15.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $15,049 | $3,615+316.3% | $3,024+397.7% | $4,661+222.9% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |