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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,052 | $106,247+26.2% | $96,515+38.9% | $139,466-3.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.93% | 38.47%-20.5pp | 35.73%-17.8pp | 373.66%-355.7pp |
| Employer contribution / active EE | $9,695 | $4,106+136.1% | $3,740+159.3% | $4,754+103.9% |
| Participant deferral / active EE | $8,036 | $5,456+47.3% | $4,880+64.7% | $6,712+19.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |