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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,462 | $124,346+17.8% | $111,308+31.6% | $167,536-12.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.69% | 37.45%-18.8pp | 54.67%-36.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $23,720 | $3,437+590.1% | $2,732+768.3% | $4,839+390.2% |
| Participant deferral / active EE | $26,400 | $5,182+409.5% | $4,487+488.3% | $6,342+316.3% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |