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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,036 | $209,336-37.9% | $197,124-34.0% | $137,256-5.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.61% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $18,715 | $6,591+184.0% | $6,227+200.5% | $4,156+350.3% |
| Participant deferral / active EE | $6,273 | $9,614-34.8% | $9,135-31.3% | $6,407-2.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |