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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,112 | $157,304-19.8% | $141,197-10.7% | $152,909-17.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $10,239 | $5,263+94.6% | $4,736+116.2% | $4,764+114.9% |
| Participant deferral / active EE | $17,275 | $7,111+142.9% | $6,710+157.4% | $5,851+195.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |