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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,547 | $183,539-32.7% | $155,556-20.6% | $145,897-15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $7,453 | $5,315+40.2% | $4,675+59.4% | $4,663+59.8% |
| Participant deferral / active EE | $7,690 | $6,467+18.9% | $5,631+36.6% | $6,689+15.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |