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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,915 | $228,352-36.1% | $185,835-21.5% | $158,966-8.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 54.07% | 40.81%+13.3pp | 35.96%+18.1pp | 302.95%-248.9pp |
| Employer contribution / active EE | $16,238 | $4,967+226.9% | $4,087+297.3% | $4,762+241.0% |
| Participant deferral / active EE | $17,333 | $6,416+170.2% | $5,633+207.7% | $5,983+189.7% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |