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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,540 | $110,410+57.2% | $102,437+69.4% | $145,897+18.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.91% | 24.85%-8.9pp | 24.95%-9.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $9,916 | $4,217+135.1% | $3,871+156.2% | $4,663+112.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |