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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,272 | $201,344-33.8% | $184,243-27.7% | $145,877-8.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.42% | 29.01%-12.6pp | 28.82%-12.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $16,483 | $7,022+134.7% | $6,427+156.5% | $4,663+253.5% |
| Participant deferral / active EE | $24,112 | $9,807+145.9% | $9,132+164.0% | $6,691+260.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |