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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,142 | $105,864+49.4% | $90,162+75.4% | $147,585+7.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.13% | 37.63%-17.5pp | 34.88%-14.8pp | 578.56%-558.4pp |
| Employer contribution / active EE | $17,716 | $4,126+329.4% | $3,318+434.0% | $4,876+263.3% |
| Participant deferral / active EE | $8,311 | $5,733+45.0% | $5,287+57.2% | $5,439+52.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |