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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,547 | $183,592-32.7% | $155,574-20.6% | $145,877-15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $7,453 | $5,317+40.2% | $4,676+59.4% | $4,663+59.8% |
| Participant deferral / active EE | $7,690 | $6,466+18.9% | $5,629+36.6% | $6,691+14.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |