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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,530 | $211,288-30.6% | $178,540-17.9% | $145,884+0.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 30.27%-12.1pp | 27.15%-8.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $21,187 | $4,574+363.2% | $3,953+436.0% | $4,662+354.4% |
| Participant deferral / active EE | $12,677 | $6,967+82.0% | $6,281+101.8% | $6,690+89.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |