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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,874 | $201,259-29.0% | $184,200-22.4% | $145,959-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.67% | 28.98%-10.3pp | 28.80%-10.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $13,514 | $7,018+92.6% | $6,424+110.4% | $4,661+189.9% |
| Participant deferral / active EE | $5,531 | $9,806-43.6% | $9,132-39.4% | $6,689-17.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |