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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,505 | $149,778-34.9% | $118,946-18.0% | $158,966-38.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.92% | 19.95%+3.0pp | 35.89%-13.0pp | 302.95%-280.0pp |
| Employer contribution / active EE | $12,822 | $4,117+211.5% | $3,263+292.9% | $4,762+169.2% |
| Participant deferral / active EE | $20,955 | $5,225+301.1% | $4,266+391.2% | $5,983+250.2% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |