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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,216 | $197,637-36.6% | $177,848-29.6% | $158,982-21.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.35% | 58.77%-44.4pp | 48.33%-34.0pp | 302.99%-288.6pp |
| Employer contribution / active EE | $7,191 | $6,698+7.4% | $5,919+21.5% | $4,763+51.0% |
| Participant deferral / active EE | $17,500 | $8,405+108.2% | $7,714+126.9% | $5,983+192.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |