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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,760 | $211,288-29.1% | $178,540-16.1% | $145,884+2.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 30.27%-21.5pp | 27.15%-18.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $16,123 | $4,574+252.5% | $3,953+307.9% | $4,662+245.8% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |