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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,606 | $185,883-30.8% | $170,043-24.4% | $139,466-7.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.27% | 60.54%-41.3pp | 53.40%-34.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,587 | $7,596-65.9% | $6,790-61.9% | $4,754-45.6% |
| Participant deferral / active EE | $11,241 | $11,626-3.3% | $10,410+8.0% | $6,712+67.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |