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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,023 | $108,911+21.2% | $100,392+31.5% | $145,884-9.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 58.23%-48.0pp | 49.45%-39.3pp | 551.85%-541.6pp |
| Employer contribution / active EE | $10,828 | $4,420+145.0% | $3,941+174.7% | $4,662+132.3% |
| Participant deferral / active EE | $10,927 | $8,459+29.2% | $8,090+35.1% | $6,690+63.3% |
| Admin fee / account holder | $20 | $9,698-99.8% | $7,904-99.7% | $13,392-99.9% |