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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,059 | $165,912-7.7% | $122,342+25.1% | $147,585+3.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.13% | 34.55%-24.4pp | 30.28%-20.1pp | 578.57%-568.4pp |
| Employer contribution / active EE | $7,247 | $5,754+25.9% | $4,051+78.9% | $4,876+48.6% |
| Participant deferral / active EE | $6,000 | $4,005+49.8% | $3,287+82.5% | $5,439+10.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |