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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,258 | $110,337+9.0% | $102,383+17.5% | $145,877-17.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.82% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $25,891 | $4,216+514.1% | $3,870+569.0% | $4,663+455.2% |
| Participant deferral / active EE | $15,250 | $5,621+171.3% | $5,060+201.4% | $6,691+127.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |