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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,864 | $149,778-9.3% | $118,946+14.2% | $158,966-14.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.46% | 19.95%-2.5pp | 35.89%-18.4pp | 302.95%-285.5pp |
| Employer contribution / active EE | $15,439 | $4,117+275.0% | $3,263+373.1% | $4,762+224.2% |
| Participant deferral / active EE | $9,450 | $5,225+80.9% | $4,266+121.5% | $5,983+57.9% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |