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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,064 | $228,352-33.8% | $185,835-18.7% | $158,966-5.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.20% | 40.81%-17.6pp | 35.96%-12.8pp | 302.95%-279.8pp |
| Employer contribution / active EE | $20,309 | $4,967+308.9% | $4,087+396.9% | $4,762+326.4% |
| Participant deferral / active EE | $9,528 | $6,416+48.5% | $5,633+69.1% | $5,983+59.2% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |