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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,437 | $114,013+23.2% | $103,693+35.4% | $155,188-9.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.41% | 49.31%-30.9pp | 47.61%-29.2pp | 148.84%-130.4pp |
| Employer contribution / active EE | $18,600 | $3,131+494.0% | $2,920+536.9% | $4,248+337.9% |
| Participant deferral / active EE | $18,600 | $4,970+274.3% | $4,579+306.2% | $6,531+184.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |