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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,767 | $227,597-21.0% | $189,575-5.2% | $167,536+7.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.24% | 78.44%-63.2pp | 64.19%-48.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $19,670 | $5,316+270.0% | $4,412+345.8% | $4,839+306.5% |
| Participant deferral / active EE | $13,867 | $7,002+98.0% | $6,174+124.6% | $6,342+118.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |