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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,403 | $106,280+18.0% | $96,538+29.9% | $139,487-10.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.17% | 38.48%-9.3pp | 35.74%-6.6pp | 373.84%-344.7pp |
| Employer contribution / active EE | $6,098 | $4,107+48.5% | $3,740+63.0% | $4,755+28.2% |
| Participant deferral / active EE | $18,664 | $5,457+242.0% | $4,880+282.4% | $6,713+178.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |