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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,874 | $110,410-9.5% | $102,437-2.5% | $145,897-31.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.59% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $10,786 | $4,217+155.8% | $3,871+178.7% | $4,663+131.3% |
| Participant deferral / active EE | $12,924 | $5,622+129.9% | $5,060+155.4% | $6,689+93.2% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.8% | $13,390-99.9% |