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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,977 | $228,395-53.6% | $185,861-43.0% | $158,982-33.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.19% | 40.82%-18.6pp | 35.96%-13.8pp | 302.99%-280.8pp |
| Employer contribution / active EE | $17,392 | $4,968+250.1% | $4,088+325.4% | $4,763+265.2% |
| Participant deferral / active EE | $14,653 | $6,417+128.3% | $5,634+160.1% | $5,983+144.9% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |