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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,274 | $197,625-45.7% | $177,840-39.7% | $158,966-32.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.05% | 58.76%-33.7pp | 48.32%-23.3pp | 302.95%-277.9pp |
| Employer contribution / active EE | $14,793 | $6,698+120.8% | $5,919+149.9% | $4,762+210.6% |
| Participant deferral / active EE | $6,894 | $8,405-18.0% | $7,714-10.6% | $5,983+15.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |