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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,036 | $223,823-41.9% | $211,142-38.4% | $154,746-16.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.61% | 50.39%-31.8pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $18,715 | $6,787+175.8% | $6,442+190.5% | $4,379+327.4% |
| Participant deferral / active EE | $6,273 | $9,750-35.7% | $9,284-32.4% | $6,730-6.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |