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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,072 | $165,939-19.2% | $122,354+9.6% | $147,586-9.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.38% | 34.56%-23.2pp | 30.28%-18.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $30,260 | $5,754+425.9% | $4,051+647.0% | $4,876+520.5% |
| Participant deferral / active EE | $14,217 | $4,005+254.9% | $3,287+332.5% | $5,439+161.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |