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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,710 | $183,627-22.3% | $155,602-8.3% | $145,978-2.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $11,695 | $5,316+120.0% | $4,675+150.1% | $4,662+150.9% |
| Participant deferral / active EE | $8,969 | $6,466+38.7% | $5,629+59.3% | $6,690+34.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |