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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,030 | $103,387+28.7% | $87,102+52.7% | $152,885-13.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.87% | 28.10%-11.2pp | 28.19%-11.3pp | 345.39%-328.5pp |
| Employer contribution / active EE | $14,679 | $3,221+355.8% | $2,521+482.2% | $4,763+208.2% |
| Participant deferral / active EE | $6,300 | $4,778+31.9% | $4,048+55.6% | $5,851+7.7% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |