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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,760 | $211,239-29.1% | $178,528-16.1% | $145,877+2.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 30.22%-21.5pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $16,123 | $4,570+252.8% | $3,950+308.1% | $4,663+245.8% |
| Participant deferral / active EE | $10,167 | $6,963+46.0% | $6,278+61.9% | $6,691+52.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |