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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,248 | $106,247+13.2% | $96,515+24.6% | $139,466-13.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.91% | 38.47%-15.6pp | 35.73%-12.8pp | 373.66%-350.8pp |
| Employer contribution / active EE | $8,611 | $4,106+109.7% | $3,740+130.3% | $4,754+81.1% |
| Participant deferral / active EE | $11,544 | $5,456+111.6% | $4,880+136.6% | $6,712+72.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |