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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,036 | $275,752-52.8% | $256,809-49.4% | $198,609-34.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.61% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $18,715 | $7,721+142.4% | $7,263+157.7% | $5,055+270.2% |
| Participant deferral / active EE | $6,273 | $10,037-37.5% | $9,520-34.1% | $6,977-10.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |