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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,041 | $77,449+40.8% | $69,483+56.9% | $152,909-28.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.90% | 39.09%-16.2pp | 28.99%-6.1pp | 345.46%-322.6pp |
| Employer contribution / active EE | $9,490 | $3,316+186.2% | $2,780+241.4% | $4,764+99.2% |
| Participant deferral / active EE | $9,489 | $4,415+114.9% | $3,537+168.3% | $5,851+62.2% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |