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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,608 | $110,278+37.5% | $95,740+58.4% | $139,466+8.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.02% | 27.19%-15.2pp | 28.41%-16.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $19,436 | $3,260+496.1% | $2,836+585.3% | $4,754+308.8% |
| Participant deferral / active EE | $18,956 | $4,674+305.5% | $4,244+346.7% | $6,712+182.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |