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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,721 | $162,821-20.3% | $133,978-3.2% | $158,982-18.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 39.49% | 41.95%-2.5pp | 45.10%-5.6pp | 302.99%-263.5pp |
| Employer contribution / active EE | $27,180 | $4,976+446.2% | $3,919+593.5% | $4,763+470.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |