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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,317 | $172,111-33.0% | $150,298-23.3% | $137,256-16.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.68% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $10,527 | $4,636+127.1% | $4,154+153.4% | $4,156+153.3% |
| Participant deferral / active EE | $11,350 | $6,166+84.1% | $5,453+108.2% | $6,407+77.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |