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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,493 | $201,370-52.6% | $184,256-48.2% | $145,897-34.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.69% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $17,550 | $7,024+149.9% | $6,427+173.1% | $4,663+276.4% |
| Participant deferral / active EE | $15,039 | $9,808+53.3% | $9,133+64.7% | $6,689+124.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |