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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,683 | $109,372-7.0% | $89,414+13.7% | $158,966-36.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.65% | 345.55%-328.9pp | 245.50%-228.9pp | 302.95%-286.3pp |
| Employer contribution / active EE | $5,926 | $3,171+86.8% | $2,586+129.1% | $4,762+24.4% |
| Participant deferral / active EE | $14,754 | $4,598+220.9% | $3,890+279.3% | $5,983+146.6% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |