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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,272 | $201,264-33.8% | $184,185-27.6% | $145,978-8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.42% | 29.00%-12.6pp | 28.81%-12.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $16,483 | $7,021+134.8% | $6,426+156.5% | $4,662+253.6% |
| Participant deferral / active EE | $24,112 | $9,806+145.9% | $9,132+164.0% | $6,690+260.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |