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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,862 | $201,370-33.0% | $184,256-26.8% | $145,897-7.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 58.63% | 29.05%+29.6pp | 28.85%+29.8pp | 552.29%-493.7pp |
| Employer contribution / active EE | $4,220 | $7,024-39.9% | $6,427-34.3% | $4,663-9.5% |
| Participant deferral / active EE | $21,840 | $9,808+122.7% | $9,133+139.1% | $6,689+226.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |