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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,773 | $115,814+34.5% | $101,275+53.8% | $158,982-2.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.55% | 56.16%-43.6pp | 46.48%-33.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $15,128 | $4,176+262.3% | $3,660+313.3% | $4,763+217.6% |
| Participant deferral / active EE | $8,680 | $4,958+75.1% | $4,371+98.6% | $5,983+45.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |