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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,118 | $162,821+2.0% | $133,978+24.0% | $158,982+4.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.21% | 41.95%-31.7pp | 45.10%-34.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $11,400 | $4,976+129.1% | $3,919+190.9% | $4,763+139.4% |
| Participant deferral / active EE | $14,208 | $5,910+140.4% | $5,047+181.5% | $5,983+137.5% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |