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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,615 | $105,856+28.1% | $90,161+50.4% | $147,586-8.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.40% | 37.63%-18.2pp | 34.89%-15.5pp | 578.59%-559.2pp |
| Employer contribution / active EE | $13,261 | $4,126+221.4% | $3,318+299.7% | $4,876+171.9% |
| Participant deferral / active EE | $6,833 | $5,733+19.2% | $5,287+29.2% | $5,439+25.6% |
| Admin fee / account holder | $24 | $8,046-99.7% | $5,943-99.6% | $10,886-99.8% |