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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,220 | $201,344-33.3% | $184,243-27.2% | $145,877-8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.17% | 29.01%-9.8pp | 28.82%-9.6pp | 551.28%-532.1pp |
| Employer contribution / active EE | $20,821 | $7,022+196.5% | $6,427+224.0% | $4,663+346.5% |
| Participant deferral / active EE | $19,216 | $9,807+95.9% | $9,132+110.4% | $6,691+187.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |