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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,148 | $71,809+88.2% | $61,048+121.4% | $152,897-11.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 28.31% | 29.74%-1.4pp | 26.18%+2.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $12,758 | $4,545+180.7% | $3,716+243.3% | $4,764+167.8% |
| Participant deferral / active EE | $18,996 | $5,467+247.5% | $4,470+324.9% | $5,851+224.7% |
| Admin fee / account holder | $1 | $4,750-100.0% | $3,728-100.0% | $11,599-100.0% |