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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,267 | $111,814+16.5% | $103,374+26.0% | $145,959-10.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.77%-12.2pp | 24.89%-12.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $7,455 | $4,214+76.9% | $3,869+92.7% | $4,661+60.0% |
| Participant deferral / active EE | $19,140 | $5,618+240.7% | $5,058+278.4% | $6,689+186.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |