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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,272 | $201,259-33.8% | $184,200-27.6% | $145,959-8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.42% | 28.98%-12.6pp | 28.80%-12.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $16,483 | $7,018+134.9% | $6,424+156.6% | $4,661+253.6% |
| Participant deferral / active EE | $24,112 | $9,806+145.9% | $9,132+164.0% | $6,689+260.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |