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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,702 | $103,393+17.7% | $87,103+39.7% | $152,909-20.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.78% | 28.10%-12.3pp | 28.19%-12.4pp | 345.46%-329.7pp |
| Employer contribution / active EE | $7,930 | $3,221+146.2% | $2,521+214.5% | $4,764+66.5% |
| Participant deferral / active EE | $2,985 | $4,778-37.5% | $4,049-26.3% | $5,851-49.0% |
| Admin fee / account holder | $15 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |