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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,055 | $197,637-40.8% | $177,848-34.2% | $158,982-26.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.99% | 58.77%-46.8pp | 48.33%-36.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $17,232 | $6,698+157.3% | $5,919+191.1% | $4,763+261.8% |
| Participant deferral / active EE | $16,129 | $8,405+91.9% | $7,714+109.1% | $5,983+169.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |