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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,569 | $106,280+9.7% | $96,538+20.7% | $139,487-16.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.98% | 38.48%-27.5pp | 35.74%-24.8pp | 373.84%-362.9pp |
| Employer contribution / active EE | $26,217 | $4,107+538.3% | $3,740+600.9% | $4,755+451.4% |
| Participant deferral / active EE | $8,332 | $5,457+52.7% | $4,880+70.7% | $6,713+24.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |