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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,667 | $227,399-53.1% | $189,758-43.8% | $198,609-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.97% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $9,942 | $5,526+79.9% | $4,767+108.6% | $5,055+96.7% |
| Participant deferral / active EE | $8,673 | $6,837+26.9% | $5,856+48.1% | $6,977+24.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |